For 19 years, Trixie has been bringing her experience and commitment to help clients make smart decisions about their money. She is a Portfolio Manager and founder of PAX Portfolio Advisory Team, as well as a Vice President with Raymond James Ltd.’s Private Client Group. She specializes in retirement income planning using carefully constructed portfolios designed to meet her clients’ investment and life goals.
Growing up in an immigrant family Trixie saw how money, if managed well, can provide financial security for the long-term. She decided that helping people manage their wealth would be her life passion. Trixie graduated from the University of Alberta with Distinction majoring in Finance. She earned the internationally recognized Certified Financial Planner™ (CFP®) designation, as well as the designations of Financial Management Advisor (FMA) and Chartered Investment Manager (CIM®).
Trixie has been recognized in Raymond James Chairman Ltd.’s Council since 2016 and Edmonton’s Womanition Magazine since 2014. She has been conducting an annual Women’s Only educational seminar since 2007. Trixie values education and empowerment for all clients. She and her team also host regular lunch and learns, volunteer events and client appreciation events.
Trixie understands that caring for clients’ well-being goes beyond money. She is part of the Senior Solutions Team, which gives her clients access to a vast network of professionals like estate planning lawyers, accountants and many others including home care, mobile experts etc.
Trixie is fluent in Spanish and has two young daughters aged 11 and 14. Trixie has been coaching girls’ community soccer since 2013 and enjoys the dynamics of team sports. She also enjoys travelling, gardening, scrapbooking and spending time with her family.Why Work With a CFP
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™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Raymond James is not affiliated with the above organizations and/or charitable causes.