Associate Investment Advisor
Tric grew up in Wingham, Ontario and started in the investment industry in 1994 after completing a Legal Assistant Diploma at Fanshawe College, in London, Ontario. She joined BMO Nesbitt Burns in June 2006 after 12 years at CIBC Wood Gundy. Tric has completed the Canadian Securities Course, Conduct and Practices Exam, Canadian Options Course, Professional Financial Planning Course and most recently the Wealth Management Essentials Course. Tric handles all administrative items on the team. This includes booking meetings, requests for deposits/withdrawals, opening new accounts, etc. In addition, as Shawn and Jonathan are often tied up in client meetings, Tric will usually be the voice clients hear when they call in.
She has organized our office’s Christmas donation of toys, books and clothing to the local Children’s Aid office for the past 13 years. In her spare time she enjoys travelling, reading, scrapbooking and spending time with her niece and nephew.