With over 15 years in the financial industry, Abigail (Abby) brings institutional-level expertise to personal wealth management. Her journey from derivatives analyst at RBC to risk manager at Manulife has shaped her comprehensive approach to financial planning.

Since 2018, she has dedicated herself to helping individuals and families achieve their financial goals through sophisticated investment strategies and tax-efficient portfolio management. Her experience in risk management, equity and derivatives provides a unique perspective in navigating market complexities while protecting clients’ wealth.

A Chartered Financial Analyst (CFA) charterholder with a Bachelor’s degree in Business and Economics from York University, Abby combines technical expertise with a personalized approach. Her practice focuses on Investment strategy, retirement planning, tax optimization, and estate planning, ensuring each client’s portfolio aligns with their both short-term and long-term objectives.

“Financial freedom isn’t just about numbers – it’s about making your life goals a reality.” Abigail’s commitment to excellence and client success has made her a trusted advisor for professionals and business owners seeking comprehensive wealth management solutions