Dee is engaged in the development of your highly customized and comprehensive financial plan- the true foundation of your experience and the measure of future success. As part of this planning process, Dee explores relevant financial, retirement, tax, will and estate strategies. She has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. Dee draws on the breadth of expertise that she has developed since entering the financial sector in 2003.
Dee is a Certified Financial Planner and has earned the Chartered Life Underwriter. The CLU is Canada’s premier wealth transfer and estate planning designation. Throughout her career, she has managed a large team of financial planners and has been a guest speaker on the topics of philanthropy, estate, and financial planning. Dee has served on the boards of
the Greater Victoria Chamber of Commerce and the local chapter of CAFÉ, the Canadian Association of Family Enterprise.
Financial planning and advisory services are provided by Scotia Capital Inc.