Client Relationship Associate

Trish brings over 25 years of experience in the industry  focusing on client relationship development and financial planning.  With her keen attention to detail, Trish's primary responsibilities include investment research and portfolio contruction and reporting.

Prior to joing our team, Trish worked with a boutique investment firm, bringing a unique perspective to the team.

A proud wife and mother, Trish lives in Etobicoke with her husband and two daughters.  Away from the office, you can usually find Trish reading a book, watching a movie, or spending time with her girls.