Team Lead, Planning

Brenda is responsible for client relationship management and in her role as Team Lead, Planning she deals with both the development and implementation of our clients’ financial and estate plans. She also works with our clients’ private foundations providing both administrative and advisory support

Brenda has more than 25 years of experience in financial services. Prior to 1998, she held a variety of senior management positions with the Toronto Dominion Bank in both Calgary and Edmonton. In 1998, she joined Corporate Planning Associates (CPA) and assisted in the opening of their Calgary office. As Vice President Consulting at CPA, Brenda provided financial and estate planning services to a high net worth clientele which largely included members of Calgary’s senior business community.

Brenda is a graduate of the University of Calgary with a Bachelor of Arts in Sociology, with a Management Minor. She is a Certified Financial Planner (CFP) and has completed the Canadian Securities Course, Personal Financial Planning Course, Wealth Management Essentials Course and Wealth Management Techniques Course through the Canadian Securities Institute.

Brenda is an active participant in the CIBC Run for the Cure and volunteer with the Calgary Japanese Community Association and various events in support of Ronald McDonald House.

In her free time, Brenda also enjoys fitness, golf, reading and traveling.