Investment Advisor, Portfolio Manager & Financial Planner. Committed to providing clients with the knowledge & confidence to make informed financial decisions
Putting people first isn’t optional - it’s central to my practice. Honoured to be featured in @LIVMagazines : Leadership, Legacy & The Gold Seal Difference. #WealthManagement#WomenInFinance https://t.co/bEVeYfw1Cb
The Kelowna branch gearing up for their big entrance to the @wellingtonaltus National Partners Conference welcome reception. We may be a bit overly excited about the playoffs happening this week too 🏆 #accelerate#2024WANPC#hockeynightincanada
“Canada, it’s time to embrace change and innovation, and stop living in the past.” As the world economy goes through major structural changes, @DrJStrategy shares how to foster a forward-looking economy here at home. Read more here: https://t.co/RfWID6vy38 #Investing
It's no surprise that Wellington-Altus has once again earned the title of Top Advisory Firm in Canada! My Gold Seal Financial Group team is thrilled that we partnered with this incredible firm with #UnstoppableMomentum and our clients are certainly happy…https://t.co/ftUf2lwrRS
Our first year just flew by and looking back, our Gold Seal Financial Group team couldn’t be happier. As a female advisor, I can confidently say I have never felt so supported, empowered and championed in my entire career.
A big thank you as well to our…https://t.co/FLANqMlO7k
Dual citizen? Worked on both sides of the border? Snowbird? How’s your cross-border financial planning?
I was recently interviewed by Wealth Professional Canada Magazine about the complexities of having cross-border financial assets and ties and the con…https://t.co/nENcpvFFyQ
Such an honour to be named a Wealth Professional Canada Magazine 5-Star Leading Woman in Wealth for 2022!
It's been a year of challenges and change, and I am incredibly thankful that our Gold Seal Financial Group team has found…https://t.co/uAOZ1uDRF6 https://t.co/Z6YEvp9sUe
Congratulations to all of the winners, and in particular our very own Ryan Archambault, CFA, CIM from the Gold Seal Financial Group team!! https://t.co/sQxZx8saVi
We are thrilled to introduce Ryan Archambault, CFA, CIM as the newest member to our team! Ryan brings over a decade of industry experience and a client-first approach, making him a wonderful addition to the Gold Seal Financial Group, and we are excited t…https://t.co/MiM0iX5yy5
Thrilled to welcome this exceptional team to our Wellington-Altus Private Wealth family! The Catalyst Wealth Partners group now has the tools and partnership in place to truly do great things for their clients. #unstoppablemomentum#clientfirst https://t.co/QzIYc7qnAQ
A great analogy (and a quick video) from our Chief Market Strategist at Wellington-Altus Private Wealth. #investing#markets#keepingitsimple https://t.co/ZeAKtCgod6
With inflation reaching a 31-year high of 6.8 per cent in April, Bay Street analysts broadly expect a raise in the central bank's overnight interest rate by another 0.5 of a percentage point on Wednesday. https://t.co/KH9cA1ygok
It's so refreshing to be associated with a firm that puts their people (advisors and clients) above all else... and it's being recognized! #bestmanaged#cultureofcaring https://t.co/mOUFAfjV1h
This weekend we celebrate your first advisor, the one who invested so much in you and your dreams.
#MothersDayWeekend#MothersDay https://t.co/lCspZxDCI6
Happy Anniversary Wellington-Altus Private Wealth!! I'm so proud to be associated with one of Canada's top-rated wealth firms. #wealthmanagement#advicematters https://t.co/kKYCbXGVNK