Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor & Senior Portfolio Manager
I am a founding member of iii Global Wealth and am actively engaged as the lead in our Investment Team where I make decisions on the capital allocations of the proprietary models that we manage. I am devoted to helping clients understand their risks, opportunities and market trends and I am honoured to navigate the markets with them.
Helping our clients and families preserve and grow wealth in every aspect is incredibly important to me. We are right beside our clients every step of the way as they transition through life. Our iii of iii Global Wealth stands for investing in inclusivity which means that every person is deserving of a Wealth Plan no matter how much wealth they have or stage of life they are in.
What I enjoy the most is connecting with our clients. Making a difference, a positive impact means so much. Having a special focus and intention with our responsibilities invites connection and collaboration. It is an honour being the first point of contact for financial priorities with our clients. To be of service in an impactful way truly means so much.
I grew up in Fernie, BC and love the outdoors! I am very involved in the wellness community and have a devoted yoga and pilates practice. I like the balance of yin and yang and enjoy adrenaline sports and adventures! I spend time with my husband and our fur-family, an Australian Shepherd dog named Avy and a Tuxedo cat named Kat!
Senior Wealth Advisor & Portfolio Manager
I take a proactive approach as a founding member and lead in the Investment Team of iii Global Wealth. I am responsible for the family office experience of our practice, helping to guide how we integrate tax, investment management and estate planning. I was drawn to the investment industry at a very young age and have devoted my career to helping families understand the tax implications of investing by providing solutions that work well with their financial plans.
The transition of wealth for the various life stages of our clients, their families and those important to them is of utmost importance in our approach. We are mindful of each of our clients’ needs and are incredibly honoured to provide our comprehensive iii Global Wealth family office experience by integrating investment, taxation, financial planning, insurance, and estate solutions.
I was born and raised in Lethbridge, Alberta and proudly call it my home. I enjoy my dog Rolo who is a handful! I like to be active, walking, playing squash and spending time with those important to me, people in my community and childhood friends.
BA (Hons), CIM®
Lethbridge office
I began my career in the investment industry in 1996 and bring nearly three decades of experience and perspective to my role at iii Global Wealth. I earned my Bachelor of Arts with Honours in London, England, in 2000, an experience that shaped my global outlook and lifelong curiosity.
After returning to Canada, I continued to build my career in wealth management, developing experience across multiple facets of the industry. My commitment to professional excellence was formalized in 2018 when I earned my Chartered Investment Manager (CIM®) designation.
At the heart of my work is a genuine love of building meaningful relationships and delivering exceptional service. I believe trust is built through consistency, care, and truly understanding what matters most to the people I work with.
Outside the office, I share life with my wonderful husband, Raymond, and am a very proud mum to our adult son. I find joy in spending time with my fur babies, being barefoot in my garden, listening to music, and working on creative projects around our home. Always eager to try something new, I have recently taken up embroidery, a reflection of my patience, creativity, and appreciation for thoughtful detail.
Associate
I am the Administrative Lead and a founding member of iii Global Wealth. With more than a decade of experience in wealth management, I bring a deep understanding for client service, internal processes, and day to day-operations. I am often the first point of contact for clients and take pride in building genuine, long-term relationships rooted in trust and care. I believe strong client service goes beyond transactions and make a point of getting to know clients beyond the surface level. My team relies on me to step in for complex situations, to work closely with departments such as IT and Compliance, and stay engaged until outcomes are clear and well executed.
In addition to overseeing client service and administration, I play a key role in training new staff and developing internal procedures and documentation that helps to support my team. My focus is on consistency, efficiency, and maintaining a high standard of client care. I thrive in a fast-paced, collaborative environment and value being closely involved in the flow of the business, where I can make decisions, troubleshoot as needed, and contribute meaningfully to both team success and the client experience.
I was born and raised in Lethbridge, where I grew up on my family’s farm, an experience that shaped my strong work ethic, independence, and practical approach. Outside of work, I lead an active lifestyle and enjoy hiking, competing in mountain races, fishing, and playing soccer. I am a busy mother of twins and spend much of my time outdoors with my family and our energetic nine-year-old German Shepherd, who is rarely far from the action.
Associate
I am proud to be a member of iii Global Wealth, where I collaborate closely with Aimee Santangelo. I am committed to delivering an exceptional client experience.
Driven by a desire for continuous improvement, I thrive on challenges and consistently set ambitious goals for myself.
With seven years of experience in the commercial banking and financial sectors, my primary focus is to provide optimal service to our iii Global Wealth clients.
Originally from Philippines, moving out of my comfort zone was the best decision for me and my husband as we made Canada our second home. I love to spend time with family and friends. On most weekends I am enjoying outdoor activities such as hiking, camping, biking and snowboarding.
Associate
I am proud to be part of iii Global Wealth, where I support our team as an Associate, helping to deliver an exceptional and seamless client experience. With a Bachelor of Management degree in finance from the University of Lethbridge and prior experience in the banking industry, I bring a strong foundation in financial services and a passion for the capital markets.
My background in customer service has taught me the importance of building trust and being detail-oriented—qualities I bring to every interaction. I work closely with our team to ensure clients feel supported, organized, and confident in their financial journey, no matter what stage of life they are in.
What drives me most is being part of a team that values care, collaboration, and precision. I’m passionate about the behind-the-scenes work that helps keep things running smoothly for both our clients and our advisors.
Outside of the office, I enjoy playing basketball, working out in the gym, and spending time learning about cars and motorcycles. Staying active and engaged—whether in the gym or through my love of performance vehicles—is a big part of my life and reflects the energy and dedication I bring to my work.
Associate
I am a Business Administration student at the University of Lethbridge, where I am completing my Bachelor of Business Administration with a major in Accounting and a strong interest in Finance. I bring curiosity, enthusiasm, and a thoughtful approach to my role, along with a genuine desire to learn and contribute meaningfully to the team.
I value building strong relationships and believe that great client service begins with listening and understanding. I strive to ensure every client interaction is thoughtful, supportive, and welcoming, and I take pride in helping clients feel comfortable and well cared for. My positive attitude and collaborative mindset allow me to thrive in a team‑based environment.
Born and raised in Lethbridge, Alberta, I have a deep appreciation for the outdoors and an active lifestyle. I enjoy spending time outside, embracing new experiences, and taking part in social adventures that bring people together. Outside of work and school, I value time with my family and friends and bring the same energy and enthusiasm to my personal life that I do to my professional pursuits.
