Vanessa has brought together a team of professionals to ensure her clients receive a level of professional wealth management that is what clients expect and deserve.
CERTIFIED FINANCIAL PLANNER™
Branch Manager / Registered Principal
As your Wealth Manager, Vanessa will coordinate the financial planning process for you. Vanessa will help you to identify your goals, and she will work with you to implement a series of strategies that will help you coordinate and manage your legacy.
Because your financial situation is often complex, Vanessa typically works directly with other professionals to design and implement the strategies that will help you to achieve your goals. She relies on a network of professionals who provide technical advice as required.
The professionals Vanessa works with include: