As a wealth advisor, Helen brings an intuitive understanding of client needs to her practice, combined with a sharp market acumen honed over 20 years in the financial services sector. Initially introduced to wealth planning at a young age through the lens of family finances, Helen pursued finance, graduating with a Bachelor of Commerce from Concordia University.
She began her career as an advisor at an independent firm before moving to one of Canada’s largest bank-owned investment dealers. She joined Richardson Wealth in pursuit of an independent, entrepreneurial approach where the name on the door still means something.
Today, Helen is a trusted advisor to a select group of families in Quebec and Ontario who benefit from her expertise in providing unbiased advice and service.
In addition to her B. Comm Finance, Helen has her Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designations. Helen is a fully licensed broker and is also fully insurance licensed to best serve her clients’ needs.
When she is not working alongside clients, Helen enjoys spending time with her husband and two daughters. When she can, she loves reading and painting.