Meet our team

I graduated from the University of Western Ontario with a Bachelor of Business Administration in 1996 and began my career as a Value Risk Analyst for the Ontario Teachers’ Pension Plan. Having acquired strong technical expertise, I was interested in developing my client relationships skills, which led to four years as an Investment Advisor with BMO Nesbitt Burns.

Next, I became a Senior Financial Consultant at MD Management where I met Elizabeth Harding and Ty Cooke. We moved individually to Wellington West Capital and there decided to form The Orlic Harding Cooke Wealth Management Group. In 2011, we joined Macquarie Private Wealth together, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013.

Keen to grow and excel, I obtained my Level II life insurance license and have earned the Certified Financial Planner, Financial Management Advisor and Chartered Strategic Wealth Professional designations, and completed Level One of the Chartered Financial Analyst program.

I have been successfully guiding and advising clients since graduating from Wilfrid Laurier University in 1998. Dedicated to gaining knowledge to help my clients succeed, I have acquired the Certified Financial Planner, Financial Management Advisor, Fellow of the Canadian Securities Institute and Chartered Strategic Wealth Professional designations and also hold my Level II life insurance license.

Working as a Senior Financial Consultant at MD Management, I met Diana Orlic and Elizabeth Harding. We moved individually to Wellington West Capital and there decided to form The Orlic Harding Cooke Wealth Management Group. In 2011, we joined Macquarie Private Wealth together, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013.

After a rewarding 30-year career in financial services, Elizabeth has retired from her active role as a Portfolio Manager, Investment Advisor. However, she will not be far away and is available on a consulting basis to the Orlic Harding Cooke Team along with her past valued clients. Elizabeth has embarked on a new and exciting chapter in her life – time with her growing family, and travel as her secondary passion. She thanks all her clients past and present for their trust in her and our team.

I have been in the financial services industry since 1997 and joined our predecessor firm with Diana, Elizabeth and Ty in 2011. Previously, I worked with Wellington West Capital and Union Securities as an Investment Advisor; and in sales at ScotiaMcLeod Direct Investing and E-Trade.

I met Diana, Elizabeth and Ty at Wellington West and became their Associate in 2011. I have acquired my CIM Designation, PFP Designation and I am options licensed.

I have been in the financial services industry since 2004.  Prior to joining the Orlic Harding Cooke Wealth Management Group in November 2017, I worked as the Operations Manager and Executive Assistant to the President of an independent Wealth Management advisory firm, who was also a partner of a boutique Managing General Agency.

My role with the Orlic Harding Cooke team is to help the advisors excel at their specialties by offering back-end support through administration, organization and client coordination.