Spoken languages : English
Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.
She began her career in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division at a life insurance company. Most recently, Trish has applied her expertise working alongside Investment Advisors, focusing on delivery of planning advice for high net worth clients with complex planning needs.
A graduate of the University of Manitoba (B.Comm. Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.
In her role as Insurance Advisor, Trish supports our team by providing solutions to address our clients’ insurance, risk management and tax planning needs, working closely with our Financial and Estate Planning partners.
Insurance products and solutions are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF). Therefore insurance products are not protected by the CIPF.