CIM®, FCSI®, CFP®, EPC, RIAC
Senior Portfolio Manager, Senior Wealth Advisor
You could say that finances are in my DNA; my mother was one of the first women in the investment brokerage industry, and I later followed in her footsteps.
I have been a leader in the financial services industry for well over two decades. Prior to my role at Wellington-Altus Private Wealth, I was a First Vice President, Senior Portfolio Manager, and Investment Advisor at a bank-owned brokerage firm.
It didn’t take me long in the industry to discover that, contrary to my own personal experience, many women were not encouraged to become financially confident, and many women today still feel vulnerable when it comes to their own money management skills.
My primary goal is to help my clients achieve financial security and comfort, leaving them open to living a balanced and rewarding life.
CIM®, RRC, CFP®, RIAC
Portfolio Manager, Senior Wealth Advisor
I joined the Wagner Investment Management Team in 2018, following 20 years of experience in the financial services industry.
My passion is planning, which I believe is the foundation of financial success. Many years of helping clients build their financial plans have taught me that working in partnership with a professional can help achieve goals more quickly. What makes me happiest is watching the sense of relief that comes to clients when they have a well-thought-out strategy.
Outside the office, I enjoy spending time with my spouse Darren, son Aidan and our puppy Rosco. As a family, we enjoy getting away to our cabin in the summer.
Senior Associate Investment Advisor
I am a University of Calgary Graduate with a Bachelor of Commerce in Finance. I have held the Registered Retirement Consultant designation since 2010. I bring over 20 years of experience in the Wealth Management and Financial Services industry to the team.
I joined the Wagner Investment Management Team in February 2022. I was drawn to the team’s vision for strategic Financial Planning, the genuine care they show for their clients, and their passion for financial literacy.
I love spending time with my wife Janet and my two boys Matthew and Jesse. It’s a joy to watch us all grow together as a family. In my free time I am passionate about all things soccer, spending time in the great outdoors, and food.
CIM®
Investment Associate
With a Bachelor’s degree in Management and over 10 years of experience in the hospitality industry, I bring a strong client-first mindset to my role. As part of the Wagner Investment Management Team, I focus on understanding each client’s unique needs to help deliver a tailored experience and exceptional service.
Through my industry training and experience, I’ve developed a strong foundation in wealth management, allowing me to support clients and advisors in achieving their long-term financial goals. I work closely with clients to ensure clear communication and a smooth, responsive service experience.
Outside of work, I enjoy exploring new cultures and cuisines, staying active, and keeping up with movies and TV.
BA (Hons)
Investment Associate
I graduated with a First-Class Honors degree in Business Management and Accounting from the Open University of the United Kingdom in 2024. Prior to joining the team, I worked in the non-profit sector and later transitioned into co-founding a startup whilst studying, where I developed my marketing and financial acumen. Ultimately, I realized that my true passion lies in finance, particularly in helping clients achieve their financial goals and long-term success.
Outside of the office, I am an avid ballet, jazz, and flamenco dancer. I also enjoy trying new restaurants with friends and travelling to new parts of the world.