Wendy is an independent Certified Financial Planner (CFP) and Mediator, who has specialized training in divorce and separation planning. She is one of just a few professionals in Canada to have a Financial Divorce Specialist (FDS) designation. Her role as an FDS is to help individuals in separation and divorce situations avoid making costly financial mistakes as it relates to their future well-being.
Wendy’s experience in the financial industry spans 25+ years. Her expertise is holistic planning with experience in cash flow & budgeting, debt management, protection through insurance, retirement & income planning, and estate issues. She is backed by a team of professionals to ensure your needs, goals and wants are achieved.
Wendy is passionate about educating, enriching, and empowering the people she serves. Her experience with life, her husband, two teens and a dog also bring flavour to her practice.