Elizabeth is an Investment Advisor devoted to managing client relationships. She is responsible for trading, portfolio execution, and providing investment advice. Elizabeth has a keen interest, and experience in delivering comprehensive wealth plans to our clients. She works closely with our Tax and Estate Planning Group to provide advice, and guidance on all financial matters including retirement planning, insurance, corporate and estate planning. Elizabeth has over 15 years of experience in the financial services industry and completed an Honours Bachelor of Commerce degree at McMaster University. She lives in Etobicoke with her husband, and two young children. In her spare time she loves to travel, cook, and spend time with her extended family.