A seasoned investment professional, Angela has nearly two decades of experience working with clients. Prior to joining the firm, she worked with prominent multi-national investment firms developing and implementing investment and financial planning strategies for entrepreneurs and private clients. Angela’s emphasis on listening, understanding and implementing successful financial strategies for clients prompted a number of community organizations to call on Angela to provide her views and insights,
something she enjoys thoroughly.
Angela has a B.A. degree in Psychology and an MBA. She also holds the Chartered Investment Management (CIM) and the Chartered Financial Divorce Specialist designations.
For several years, Angela served on the board of One Girl Can, an organization that seeks to empower girls through building schools, providing education, and empowering through mentorship. Over the years, she has volunteered for Dress for Success, The Soroptomists, The White Rock Economic Development Committee and SEEDs, a program that helps budding entrepreneurs secure funding and training. Angela understands the importance of ‘going the distance’. Her love of trekking has taken her to some of world’s highest mountain peaks, most notably Everest Base Camp, Mt. Kinabalu in Borneo and Mt. Kilimanjaro in Tanzania.