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Vanessa, a native of Halifax has worked in the financial services industry since 1995. After attending St. Mary’s University, Vanessa started her career in Toronto working for one of the major Canadian chartered banks. In 2004, Vanessa earned her CERTIFIED FINANCIAL PLANNER® designation. As a CFP® professional, Vanessa focuses on a holistic approach, managing all aspects of her clients’ finances, including investments as well as tax, estate and retirement planning needs. Vanessa also holds various Canadian Securities Institute designations such as the PFP® and the Certificate in Retirement Strategy.

Vanessa has made a career of helping people. Whether as a volunteer at Hope Cottage, a Financial Literacy Instructor for Junior Achievement or as a CFP® professional, helping individuals, couples and families achieve their financial goals, Vanessa has provided dedicated and steadfast service to her clients and to her community and continues to do so.