Trish has been providing tax and estate services to high net worth
clients for over 25 years, combining her knowledge and experience to
help affluent families achieve their financial goals.
She began her career working in the audit and tax group of a major
accounting firm and from there, spent 18 years in the tax and estate
planning division of a life insurance company. Most recently, Trish
worked with a large financial institution as a Wealth Strategist,
focusing on delivery of planning advice for high net worth clients
with complex planning needs.
A graduate of the University of Manitoba (B.Comm.Hons.), Trish also
holds her Chartered Accountant designation, is a Certified Financial
Planner and has obtained the Trust and Estate Practitioner
designation. She is currently serving as Public Relations Officer for
the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.
In her role as Insurance Advisor, Trish supports the team clients to
help address their insurance needs, working closely with our Financial
and Estate Planning partners.
