Tiffany brings over 25 years of experience in wealth management, leading and advising individuals and families with a multi-disciplinary, integrated approach to wealth planning. She is dedicated to fostering “wealth wellness”, which she describes as the “clarity that comes from financial awareness and the confidence to manage both planned and unplanned life events.” 

 

Tiffany emphasizes her purpose-driven approach, which goes beyond financials to encompass family dynamics, values, and aspirations, with a strong commitment to execution. As part of her multi-disciplinary practice, Tiffany engages clients’ professional advisors—their circle of care—as part of the integrated process to focus on a central strategy that addresses the complex, multi-faceted needs of individuals and families. While many people take initial steps to protect their wealth, few have a truly integrated plan that addresses both anticipated and unexpected life events—and even fewer see these wealth plans through to completion. As a result, critical strategies remain unimplemented, leaving individuals and families with missed opportunities and gaps in their financial future. 

 

Tiffany’s commitment to execution is the cornerstone of her practice. She strives to create actionable wealth plans that are actively implemented and regularly reviewed to adapt to changing circumstances. By proactively guiding individuals and families through each stage of their plan, Tiffany focuses on closing gaps to provide peace of mind and foster stability, continuity, and security across generations. 

 

Tiffany’s dedication to financial literacy and wealth wellness extends to the broader community. As a thought leader, she contributes to publications such as The Globe and Mail, Globe Advisor, and Canadian Family Offices. Her expertise and passion for educating others make her a champion for wealth wellness—a guiding force for individuals and families to thrive today and into the future. 

 

Tiffany is a Certified Financial Planner (CFP®), Family Enterprise Advisor (FEA), Trust and Estate Practitioner (TEP), Certified Life Underwriter (CLU®), and Certified Divorce Financial Analyst (CDFA™).