In an accomplished career spanning more than two decades, Elizabeth has acquired the knowledge and expertise necessary to help affluent investors enhance and protect their wealth.
Elizabeth's early career with several prominent mutual fund companies set the stage for her ground-breaking achievements as Vice President and Director of RBC Dominion Securities. Under her direction, RBC Dominion Securities established its mutual fund advisory group, becoming the first investment firm in Canada to offer objective mutual fund research. Elizabeth's highly influential mutual fund "recommended list" guided a generation of investors across the country, and is regarded as the industry standard to this day.
To fulfill her passion for helping investors at a more personal level, Elizabeth accepted an invitation to become an Investment Advisor in 2006.
At home in HaliburtonElizabeth's family roots in the Haliburton Highlands go back four generations. A long-time summer resident, she settled permanently in Haliburton in 2004, relocating from Toronto. Active in the community, she volunteers with Community Care and Canoe FM, and is on the Board of Directors of Fleming College Foundation. Most of her free time is spent with her husband Peter, their three children and Lucy the dog, enjoying the amazing lifestyle offered by the Haliburton Highlands.
Elizabeth's Investment Philosophy
When it comes to investing, success rarely happens by chance. To succeed as an investor you need more than just the good fortune to "pick the winners." You need a proven process that doesn't take chances with your success.
My purpose is to help each individual client achieve his or her financial goals, with peace of mind, by helping them to prepare, plan and invest accordingly.