Bonnie began her career in finance in 1987 with an independent brokerage firm. With three decades in the industry, Bonnie blends knowledge and integrity to help provide her clients with financial well-being.
Bonnie’s passion over the years has been to share her financial insight with clients. She works with each client to develop a financial plan that meets their individual goals and objectives. Bonnie’s approach has always been client-oriented and she enjoys working with her clients to help them through all of life’s stages. She specializes in investment management, retirement and estate planning, succession planning and strategic philanthropy.
Bonnie’s favourite saying is “the only constant in life is change”. As financial realities and personal circumstances evolve over time, so do goals. Bonnie’s team’s commitment to high-level service provides clients with ongoing support to ensure that as their life changes, so do their financial plans.