Investment & Commodity Futures Advisor
My career started in October 2010 as an assistant in a successful investment advisory team at Union Securities in Winnipeg. PI Financial Corp purchased Union Securities in 2012 and I have been with the company ever since. In 2015, I realized something was missing in my current advisory team, autonomy. That is when I made the difficult decision to pursue growing my own client base. At this point in my career, I was 25 years old and had a vision of what I wanted to create, which was unique strategies to help farming operations in managing their commodity risk and retirement investment portfolios.
I never came from a farming background, but started to grow a rural client base because of my Market Watch radio. It is a radio show that is broadcasted across the Prairies on the GoldenWest radio stations. I've realized many of the same retirement planning strategies I used for non-farming clients could be used for farmers too. A reason I think I've been successful in working with farmers is I understand their needs and provide them a unique solutions for their personal situation.
I've completed my Chartered Investment Manager (CIM) designation to provide clients an array of investment options. In 2020, I was named by the Wealth Professional as a Rising Star in the industry across Canada.
PI Financial Corp is one of Canada’s largest independent investment firms and has been operational since 1982. Because of the independent nature of our company, I am able to provide clients with the utmost service.
I joined PI Financial Corp. in December 2021 as the Branch Administrator. Prior to PI Financial I was a Prosecution File Manager for the Government of Manitoba and a Financial Administrative Assistant with Native Plant Solutions (Ducks Unlimited). I am currently attending the University of Winnipeg, where I am majoring in Finance.
Part of my roll is to assist Adam with paperwork, client inquiries and operational duties. When I am not working, I enjoy sending time with my family and my new rescue puppy, Juno. When possible, I enjoy taking time to visit family in the United Kingdom and travel to new places.