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Over the course of her 15-year career in finance, Mandy worked in corporate finance and financial services in both the private sector and the IIROC-regulated investment advisory channel. She had previously held advisory positions with Trimor Capital, Mackie Research Capital and Rothenberg Capital Management. Her focus on finance began in the corporate finance department of a junior oil and gas company in 2006.
Mandy holds a Bachelor of Business Operations Management from DeVry University, and is a fully-licensed IIROC Investment Advisor. She constantly strives to continue her education and am currently completing her first Financial Planning designation.
She focuses on helping clients through the various stages of retirement planning using her investment expertise to structure customized client portfolios while integrating tax and estate planning elements.
Mandy's approach to investing is largely inspired by pension plan-like modelling, clear communication and assigning value to a strong advisor-client relationship. She deals with the private finances of her clients, and it is very important to her that her clients feel comfortable and informed.
Mandy strives to understand the goals and aspirations of her clients so that she can best advise them to success.