As an Associate Portfolio Manager, Elise focuses on building strong and long-lasting relationships with her clients in order to help them achieve their investment and financial planning goals while incorporating socially responsible investing principles into their portoflios.
Elise has 17 years of experience in the financial services industry, spanning a variety of roles including lending and wealth management. Elise enjoys building meaningful relationships and helping to make an impact with her clients and in the community. Outside of work, Elise enjoys spending time with her husband and two children.
Elise has a Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary and holds the Chartered Investment Manager CIM®, the Certified Financial Planner (CFP) and Responsible Investment Specialist (RIS) designations.
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