"I am dedicated to working with my clients’ best interest in mind in order to help them reach their financial goals, by customizing specific financial plans suited to them. I use a variety of different channels to deliver these customized solutions to my clients, and conduct regular reviews to make sure they are on track.”
A strong advocate for continuous learning, Becky has completed a number of financial industry courses and licenses including: Mutual Funds IFC and Compliance Officer training. She is also currently working on completing the Canadian Securities Course (CSC) and obtaining her Certified Financial Planning designation in the near future.
Becky combines this wealth of education with years of experience assisting clients in achieving their short- and long-term goals. She does this through establishing trust with clients through open communication and dialogue.
“My approach is to work with clients’ best interests in mind. I seek to build long-term relationships and earn their trust by actively listening to them, getting to know and understand their financial needs and goals. I am also part of a team of experts working together to deliver personalized solutions to our clients through our high-touch and high-tech channels.”
Becky will develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance†, investments and estate planning as well as your business. Becky’s advisory team includes the following specialists: