You have dreams. We have the expertise to help you make them a reality.
Emily guides multigenerational families, professionals, and athletes through each stage of life with progressive wealth management.
With over a decade of experience serving high net worth individuals in the finance and higher education sectors - Emily brings a unique perspective grounded in exceptional service, expert guidance, and disciplined execution. Her holistic family office approach provides centralized access to Canada’s premier network of specialists—all coordinated through a single trusted point of contact.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What makes our team unique
Partnership Driven Approach
Building meaningful, long-term relationships with clients and their families that last through generations.
Expert Guidance
Informed perspectives on market trends, asset allocation, and portfolio optimization, backed by RBC’s robust research and analytics.
Disciplined Execution
Tailored investment plans and proactive strategies that are continuously reviewed and rebalanced.
My approach
Your business matters. Every client benefits form the same process and service model.
We listen, we build a plan, we check-in, we modify, and we circle back.
The benefits of working with me
By combining RBC's institutional strength with her personalized, community-focused service, Emily delivers strategic financial guidance that adapts to your evolving needs.
- Generational Trust & Relationship Focus:
Emily builds long-term partnerships that span generations, ensuring family financial legacies are nurtured through life's transitions. Her commitment goes beyond transactions to foster deep, lasting client relationships. - Tailored Strategies with Disciplined Execution:
Every client receives a customized financial plan backed by RBC's robust research. Emily's process combines proactive strategy design with continuous monitoring and adaptation, ensuring plans evolve with your life. - Community-Grounded Integrity:
As an active Collingwood community member, Emily brings local trust and understanding. Clients benefit from working with someone who invests personally in the community's prosperity and shares their values. - Holistic Financial Empowerment:
Emily's approach makes clients feel "understood, supported, and empowered." She prioritizes financial education and clarity, helping you make confident decisions aligned with your long-term vision.
If you know anyone who might value form my service, please feel free to contact me today!
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Events
Beyond finances: Crafting your retirement lifestyle plan
Retirement is more than a financial milestone—it’s a major life transition, whether you’re already there or starting to plan ahead. Join us for a thoughtful evening centered around what makes this chapter truly meaningful.
I’m delighted to host Susan Latremoille as our guest speaker, whose work focuses on helping individuals navigate the transition into retirement in a more meaningful, holistic way. This is a topic I’m deeply passionate about, and look forward to a night of authentic connection, open discussion, and shared perspective.
This is a complimentary event, and you’re welcome to bring a friend.
I’d love to see you there.