Vickie is an Associate Portfolio Manager with Sona Wealth Counsel. She earned the Certified Financial Planner designation from the Financial Planning Standards Council. She was awarded the Chartered Investment Manager, CIM, designation from the Canadian Securities Institute. She has a BSc. in Human Kinetics from the University of Guelph.
She is a proponent of fee-based investment management and an advocate for comprehensive financial planning. Her experience in banking, wealth management and insurance provide Vickie a breadth of expertise which she draws upon when developing investment strategies and financial plans tailored to the individual needs of her clients.
Vickie develops long-term relationships with her clients.
She facilitates the achievement of her client’s financial goals, providing her clients with peace of mind. She develops investment strategies using strategic asset allocation models. Her detailed and customized financial plans incorporate both short term and long-term objectives. As a result, her clients have a plan to deal with wealth management, retirement planning, tax minimization, and insurance and estate matters.
Outside of work, Vickie enjoys the outdoors, her book club and spending time with her family at the cottage.