Rayelene holds both the Certified Financial Planner and Charetered 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, se 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. 

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.