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Tricia is a trusted advisor to highly accomplished business owners and affluent investors on the matters and challenges associated with their success and wealth. Tricia’s career has focused on the family enterprise experience, accumulated over her years as an Advisory and Tax practitioner in public practice, a trusted advisor in the insurance industry with a focus on risk and wealth management alternatives in the HNW/UHNW market, and in implementing and directing a HNW wealth planning practice in the investment industry. Her breadth and depth of knowledge allow her to bring a broad perspective to her clients’ issues. Tricia’s experience also reaches into corporate governance and oversight through her associations with various Boards, most notably her work as a member of the Board of Directors of the Canadian Broadcast Corporation/Radio- Canada.
Tricia holds the Chartered Accountant (CPA CA), Family Enterprise Advisor (FEA), Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP) and Professional Director (ICD.D)designations. She has extensive experience and education in wealth and estate planning, taxation, strategic business planning and governance.