After being a stay-at-home mom for many years, I was ready to get back into the work force, and in 2018, I was offered a position as Administrative Assistant for a senior Wealth Planner at Langille Wealth Partners.
I soon recognized how important our team approach was to our clients and the comfort and knowledge we provided them. I realized I wanted to become more engaged and set out to obtain the education required to work with clients in achieving their financial goals.
Thru hard work and dedication, I’ve completed the Canadian Investment Funds Course, ETF for Mutual Funds and Alternative Mutual Fund courses. This allows me to proudly be a Wealth Management Advisor.
The financial services industry is a complex, ever evolving world, that requires continuous education, and I am committed to achieving the certifications that will provide me with the knowledge and ability to advise clients for years to come.
I have found a passion in building relationships with clients and discovering what is important to them. I work hard to help them meet their financial goals and achieve the future they deserve. Whether you are just starting to think of your future or want to look at a new approach, I look forward to building a relationship with you.
Langille Wealth Partners