Trixie and her team have been empowering and guiding clients for over 20 years at Raymond James, helping them make smart decisions about their money. Growing up in an immigrant family, Trixie saw how money, if managed well, can provide financial security for the long-term and she decided that helping people manage their wealth would be her life passion. She specializes in advising clients going through a transition including retirement, loss of a spouse through death or divorce, and transitioning money to the next generation. Having gone through a divorce herself, Trixie understands that caring for clients' well-being goes beyond money and that feelings matter just as much as finance.
She is a Senior Portfolio Manager and founder of PAX Portfolio Advisory Team, as well as a Vice President with Raymond James Ltd.’s Private Client Group. Trixie graduated from the University of Alberta with Distinction, majoring in Finance. She earned the internationally recognized Certified Financial Planner™ (CFP®) designation, as well as the designations of Financial Management Advisor (FMA) and Chartered Investment Manager (CIM®). Trixie is a lifelong learner and at the start of the pandemic in 2020, she earned the Certified Professional Consultant on Aging (CPCA) designation.
Trixie has been recognized in Raymond James Ltd.’s Chairman’s Council since 2016; it represents an elite group of distinguished advisors at Raymond James. In 2021, she was named the recipient of the Raymond James Women Canadian Advisors Network's Woman of Distinction Award. The award recognizes the amazing contributions of female advisors who are exceptional in both their professional and personal contributions, by managing a successful practice, encouraging the professional growth of others, and are actively supporting their communities. Trixie and her team have been sponsoring the Little Warriors Be Brave luncheon since 2016 and she also sits on their resource committee. She's also part of the Raymond James Canada Foundation Advisory Committee. Finally, Trixie is a regular supporter of the following charities: Little Warriors, Canadian Cancer Society, Ronald McDonald House, Plan International, Amnesty International and Doctor's Without Borders.
Trixie values education and empowerment for all clients, especially women who feel underserved. She has been conducting an annual Women’s Only educational seminar since 2007 and started a monthly Women & Wealth newsletter in 2019 in addition to writing the weekly IN FOCUS newsletter since 2015. She and her team also host regular lunch and learns, volunteer events and client appreciation events. She has also presented at various events over the years for CREW (Commercial Real Estate Women), Revera Retirement Residences and CUPW Edmonton Local Women's Committee. She is part of Alberta Business Community Connectors, which gives her clients access to a vast network of professionals like estate planning lawyers, accountants and many others,
including home care, mobile experts etc. She has also been a featured expert on the Wealthy Life show on Global TV, has written articles for Edmonton’s Womanition Magazine since 2014, and has been quoted in the Globe and Mail.
Trixie is fluent in Spanish and has two teenage daughters and two cats. Trixie has been coaching her girls’ community soccer teams since 2013 and enjoys the dynamics of team sports. Her hobbies include travelling, gardening, scrapbooking and spending time with her family. She regularly visits her relatives in Chile, where her parents and brothers were born, and her dream is to visit all 20 Spanish speaking countries in the world - she's half way there!
Why Work With a CFPThe most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Raymond James is not affiliated with the above organizations and/or charitable causes.
