"I believe that balance is the key to success in wealth management."Rayelene holds both the Certified Financial Planner and Chartered Investment Manager designations, which are the foundation of her balanced approach to long-term planning and day-to-day investment management. She is dedicated to helping clients reach their financial goals through thoughtful planning and meticulous execution.
As a long-time resident with strong connections to Fort McMurray, Rayelene truly understands the unique community that is home base to many of her clients and their families. With a disciplined approach and impeccable, friendly service, she has built a reputation as a wealth manager of choice for people who call Fort McMurray home and non-residents with connections to the area.
Bring your future into focus
You are at the heart of everything that we do
Your goals are our top priority. We provide knowledgeable, transparent advice and sophisticated fee-based services tailored for each client’s unique needs. Most importantly, we’re here for you – every step of the way. With the collaboration of TD specialists we can help you with:
How we work together
We get to know you – what drives you, what keeps you up at night and importantly, how you envision your future
Helping achieve what truly matters to you and your family.
Build net worth
Protect what matters
Implement tax-efficient strategies
Leave a legacy
Whether you're looking for a second opinion on your investment portfolio, advice on your pension plan or a long-term financial plan, send us a note and we can set up a meeting to talk about your needs and whether we might be a good fit to work together.