Vice President, Wealth Advisory Services
A: 703 Circle Drive East
I am a credentialed and experienced executive leader with over 15 years of experience in the financial services sector. As Vice President of Thrive Wealth Management, I'm accountable to leading and building an aligned member, shareholder and employee experience. Previous to moving into the Vice President role, I served as the Vice President of Advice & Planning with Thrive Wealth Management and had a large hand in helping build one of Canada’s most successful and fastest growing credit union wealth businesses. Prior to joining Thrive, I gained strong experience in the Wealth Management and Retail Banking sectors working at Conexus Credit Union. I have a passion to help the credit union wealth offering grow on a national scale, and in 2019 was named to the Aviso Board Member Experience Advisory Committee.
I have a commitment to leadership and collaboration in the cooperative banking sector to consistently produce strong results in employee engagement, customer satisfaction, and financial performance. I'm also grateful to have been internationally recognized as a Top 5 Finalist in the Next Top Credit Union Executive Competition. I'm a strong believer in learning and education, and hold a Bachelor of Commerce (Finance), earned an Executive MBA from Royal Roads in 2017, and maintain a CFP designation.
Apart from leadership in the Credit Union system, I enjoy spending time and travelling with my family. From camping to skiing to 24 hour road trips, much fun is had along the way!