Emily has a broad knowledge of the financial services industry as a result of working for financial institutions in Canada and the United States. She returned to her hometown of Peterborough in 2006 after living abroad for 15 years. Emily has a Bachelor of Arts degree from Carleton University and is fully licensed in securities, and insurance. She has successfully completed her CFP designation.
She works with our team of experts from the insurance, estate, and trust departments to provide a complete financial strategy. She assists in preparing and implementing financial plans. Emily is actively involved in several charities in the community and is an avid marathoner. She lives in Peterborough with her husband and three children.