Wendy is a Licensed Investment Advisor Assistant. She spent 15 years in banking, working in various departments, including Foreign Exchange and Private Banking. She also has 18 years' experience in the investment industry, having moved to the brokerage world in 2005.  

Her position at Raymond James is to support and assist the team with administration, account opening, trading as requested, managing and maintaining paperwork, and other duties as needed. She also enjoys working directly with clients, helping them with their questions and requests. She is committed to providing our clients with a high level of customer service, always.

During tax season, Wendy provides accountants and clients with tax packages and information needed to file their annual taxes.

She has a strong sense of community and volunteerism. Wendy recently stepped down from a 17-year tenure as a board member with Food for Thought, which is a local non-profit program that provides food for hungry children in Edmonton schools. 

In her spare time, she likes crafts such as knitting and spending time with her children and two granddaughters.