Description
Elizabeth has been in the financial services industry since 1991. Throughout her career she has continuously worked to expand her knowledge and become highly certified. Elizabeth’s passion to help has led her to specialize in retirement wealth management and financial planning. As a Certified Professional Consultant on Aging she has helped many clients prepare for retirement while still working and then maximize their income through retirement.
On a personal note, Elizabeth is an Investment Advisor, a Wife, Mom, Daughter, Aunt, Sister, Niece and a Rotarian. Kevin, and Elizabeth were married in Sudbury over 30 years ago and now call Wasaga Beach our home. Their daughter, Cassandra, lives in Ottawa and is also a part of RBC Dominion Securities. As a family, they enjoy travel in the winter and golf in the summer. They love the area they have chosen to live in and feel lucky every day to call it home.
Elizabeth is a proud member of the Rotary Club of Wasaga Beach. Actively working to make an impact she was the campaign chair for the United Way for two years and is actively involved in raising funds for My Friends House.