Tricia focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Tricia is a Certified Health Insurance Specialist and Elder Planning Counsellor. She has served families and self-employed individuals for over 20 yrs. She earned a BA with Honors from Dalhousie University and an Associate Degree in Science from Camosun College.
In her free time, Tricia enjoys spending time with her 2 Miniature Australian Shepherds Bruin (2) and Jasper (11). She is a proud auntie to her nephew Amis. She donates her time and resources to local charities. Tricia is proud to live and work in Beaumont.