Emily believes that clients can be planning for tomorrow while enjoying life today. “It is so rewarding to review a client’s financial picture with them and see them realize that their goals are within reach.” Answering the clients “Am I Okay?” question with clarity and confidence contributes so much to their peace of mind.
Emily has worked in the financial services industry since 2012. She graduated from McMaster University with a degree in Economics and has the CFP® designation. Emily joined our team in July 2017.
Outside the office Emily enjoys tending her garden, cooking and making memories with her family and Pug (Fred).