I joined The Henderson Kochan Wealth Advisory Group in the spring of 2003 after graduating from the University of Manitoba Commerce Program (Marketing). My role within the group is to work closely with Bruce and Kristine to provide account management and financial planning to our clients. I am also responsible for major marketing functions within the group.
I successfully completed the Canadian Securities Course and the Conduct and Practices Course in 2003. I have since completed the Professional Financial Planning Course and the Wealth Management Techniques Course- earning me the Financial Management Advisor designation from the Canadian Securities Institute.
I try to make time for scrapbooking, baking, and movies. I have also taken up golf on a leisurely basis, which has proven to be both fun and frustrating at the same time!
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