Emily Newman,
CFP®, CLU® Senior Financial PlannerEmily grew up in Victoria and went on to pursue her education in the United States, attending college in Texas on an athletic scholarship before completing her Bachelor of Arts in Business Administration and Financial Planning & Wealth Management at the University of Jamestown in North Dakota in 2016. Following graduation, she spent two years working and traveling with her now husband, exploring England, Italy, Amsterdam, Dubai, Vietnam, and Thailand before returning to Victoria to begin her career in finance. She has been in the industry since 2018 working as a Financial Planner specializing in comprehensive planning for physicians, dentists and other professionals. She is passionate about working with clients and helping them to achieve their goals as well as to understand their financial picture.
Outside of work, Emily enjoys spending time with her young daughter, which keeps her busy and brings her the most joy. When time allows, she also enjoys playing slow-pitch, walking the family dog, and spending time at the beach.
The 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™.
