Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Alberta
  • British Columbia
  • Nova Scotia
  • Ontario
  • Quebec