Elizabeth is an enthusiastic person who loves financial trends, keeping up with technology, and checking things off her to-do list. She enjoys connecting with people and sharing her love of a good strong coffee and finance podcasts. As a working mom, she is constantly re-balancing wrangling her two young boys, Aldous & Tennyson, with her husband Sean, and holds a Certified Financial Planner designation with Financial Planning Canada.
Elizabeth studied Human Resources and Accounting at MacEwan University in Edmonton. In her 9 years of financial services experience, she has had the pleasure of learning from some incredible mentors. Elizabeth is licensed to trade and advise on securities in Alberta and British Columbia is insurance licensed and is studying for the Chartered Investment Management designation.
For fun, Elizabeth likes to hike with her boys, play woman’s ball hockey, and volunteer in the community.