Find a CEA

Financial Advisor Assistant,  Amanda brings a vibrant energy and a wealth of diverse
experiences to Raymond James. A graduate of the University of Calgary with a
Bachelor of Fine Arts, recently completing her licensing with the Canadian Securities Institute,  Amanda infuses her creative perspective into her work, always striving to bring the best solutions forward.

Hailing from Calgary, Amanda's
roots run deep in our community. She's happily married to her high school
sweetheart and is a devoted parent to two young children. When she's not assisting
clients or crunching numbers, Amanda can be found indulging her passions,
whether it's striking a pose in yoga, perfecting her swing on the golf course,
or crafting unique artwork from reclaimed wood.

With Amanda's dynamic
background and unwavering dedication, she's an invaluable asset.

I work for one of the largest Credit Unions in Manitoba 

I have served our clients in the Financial Services business for more than 35 years. The past 23 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

No profile

I am a retired financial advisor of almost 30 years with IG Private Wealth Management.  I was in the top 2% of advisors the last 21 years within our conpany.  I want to continue helping people in retirement by providing a need for those looking for an experienced, knowledgeable and professional executor for their estate at a reasonable price