As a Portfolio Manager, I work with individuals and families by creating investment portfolios that align with their long-term goals and values. 20+ years in the Financial Industry have enabled me to have extensive experience with professional individuals who invest through a holding company.
I believe in working closely with my clients to develop an understanding of what they really need and want. Honesty, integrity, learning and empathy are values at the core of my work. I listen.
Outside of work, you will find me exercising, spending quality time with my dog, and travelling with my husband. I am an F1, tennis, and baseball fan.
Watch on demand – Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.
Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!
Genus is a certified B Corporation, which means that doing good in the world is part of our DNA. B Corp is a title we wear with pride, and one that shows our deep commitment to the planet and to striving toward the United Nations’ Sustainable Development Goals.
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