 |  | I have been employed in the financial services industry for 11 years, the majority of which have been spent working with Bruce Henderson and Karen Kochan. My current role within The Henderson Kochan Wealth Advisory Group is that of Associate Wealth Advisor. Within that role, I assist both Bruce and Karen with the management of clients’ accounts. This includes a wide range of duties including structuring portfolios to meet clients’ needs, conducting client reviews and financial, retirement & estate planning.
In addition to the Canadian Securities Course and the Professional Financial Planning Course, I am also a licensed Life Insurance Agent. In 2003, I successfully attained the designation of Certified Financial Planner(CFP). More recently I completed the Wealth Management Techniques certificate course earning my Financial Management Advisor (FMA) designation. I am currently working towards obtaining my Ch. P Strategic Wealth.
When I am not in the office, I can be found at home with my husband, David and my cat, Marley. I enjoy reading, listening to music or can be found out and about attending the theatre or other arts events. I am an active member of The Canadian Transplant Association and The Kidney Foundation of Canada. I will forever be grateful to my sister, Shauna, for her wonderful gift of life. |
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