Connie is a Senior Wealth Advisor at Davies & Associates, and has responsibility for a large and diverse client base. She is especially passionate about working with her clients (whether individuals or corporations), taking great care to empower them financially and give them peace of mind about their money and their future. She joined BMO Nesbitt Burns in 1997 after a successful career with the Bank of Montreal. Connie has completed the courses and exams to earn the designation of Personal Financial Planner (PFP®) and is also licensed as a Life Insurance Advisor with BMO Nesbitt Burns Financial Services. As a result of her hard work, dedication, and commitment to continuous learning, she was awarded the Fellow of the Canadian Securities Institute (FCSI®). The FCSI® is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience, and peer endorsement.
Connie lives in North Burnaby and is a very proud mom to Rachel and Danielle. In her spare time enjoys reading, walking, running, spending time with family and friends, and planning the next travel destination.