Dee-Ann has been in the investment industry for over 20 years. She holds the Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and the Certified International Wealth Manager (CIWM) designations, and is a Fellow of the Canadian Securities (FCSI).
In 2010, Dee-Ann was appointed Vice President, Private Client Group, of Raymond James Ltd., and is the former Assistant Branch Manager of the Victoria and Nanaimo offices. She sat on the Raymond James Women’s Advisory Council (U.S. based) for 2 years and she has been on the Raymond James Canada Foundation Advisory Committee for the past 5 years.
In 2011, Dee-Ann became a member of the University of Victoria Executive Mentor Program and enjoys the opportunity to work with UVIC students to share her passion for this industry as they explore which career path they will eventually take.
Dee-Ann works with clients to identify and address their investment goals to achieve their overall financial objectives. An important part of this process is sitting down and reviewing an existing plan or creating one with all of the client’s life goals taken into account.
Dee-Ann has two children: Jenna and Jake. They are both very active and like their Mom, they have taken an interest in running and completed a number of races in the past few years with more to come. Jenna is also a member of Claremont Secondary’s rowing team. As a family, they also enjoy skiing, hiking, travelling and participating in various school and community activities.