About Tammy

Tammy thrives on meaningful, trustworthy relationships in every area of her personal and professional life. From this foundation, she has been recognized as a leader in the financial services industry since she began her wealth management career in 1997.

With nearly three decades of delivering the absolute best in wealth management, Tammy is highly skilled at providing high-net-worth individuals with innovative financial and holistic planning strategies to help build, protect, and transition the wealth her clients have worked hard for.  By collaborating within a network of trusted professionals, clients receive advanced tax and estate planning solutions to navigate their investment management, business succession, and wealth transfer needs.   She offers discretionary portfolio management allowing her the time to deepen client relationships through strategic and straightforward counsel, transparency, and an unparalleled high-touch standard of care clients appreciate. 

“The impact of unexpected life events can be devastating to your lifestyle if there’s not a clear plan in place.  By creating a holistic, personalized plan based on your objectives, you can feel confident that the decisions you are making today are the right ones for your family.”

Tammy holds the Certified International Wealth Manager designation, recognized worldwide as the top credential for wealth management addressing the complex needs of affluent clients and is global standard for strategic wealth management.  She is also a Fellow of the Canadian Securities Institute (FCSI®), the top honour and most senior credential in Canadian financial services attesting to her advanced education, ethical conduct, industry experience, and peer endorsement.

As empty nesters, Tammy and her husband spend their time with family and friends, traveling, and enjoying everything our beautiful city has to offer. She’s an active member of the Rotary Club of Kelowna Ogopogo and serves on the Executive of 100 Women Who Care Kelowna.  Tammy also volunteers her time for various community activities, showing her love for the community we all call home.