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About Me
Bee is a Financial Advisor who joined Raymond James Ltd. in 2009. She completed her Bachelor of Engineering degree at McMaster University and Master of Engineering Science at the University of Western Ontario. As an engineer, Bee worked in the commercial aerospace and tech-startup industry in the Waterloo Region. After completing an MBA at Wilfrid Laurier University, Bee entered the financial services industry in 2005 as an Investment Advisor.
Bee’s goal is to help clients to build, preserve, and pass along their wealth to future generations. She works with individuals, families, and corporations on wealth management. Specifically, she and her team assist clients as they move through life's investment stages: saving for education, saving for retirement, financially caring for minor or disabled children (through income generating investments, trusts, and registered plans), dealing with big life changes like divorce, tax-efficient investing, and Will, estate, and insurance planning.
In her spare time, Bee likes the excitement of travel, enjoying new cultural experiences, and meeting new people. Bee also enjoys playing tennis and badminton, and watching tennis matches.
Bee’s goal is to help clients to build, preserve, and pass along their wealth to future generations. She works with individuals, families, and corporations on wealth management. Specifically, she and her team assist clients as they move through life's investment stages: saving for education, saving for retirement, financially caring for minor or disabled children (through income generating investments, trusts, and registered plans), dealing with big life changes like divorce, tax-efficient investing, and Will, estate, and insurance planning.
In her spare time, Bee likes the excitement of travel, enjoying new cultural experiences, and meeting new people. Bee also enjoys playing tennis and badminton, and watching tennis matches.