Vice President, Human Resources and Finance, Wealth Management Services
Since joining Cougar Global in 1996, Vicki has consistently provided clients with the high quality services they have come to expect. As well as being a Certified Financial Planner, she is a Fellow of the Canadian Securities Institute. She is committed to an ongoing professional development program in order to assure our clients are aware of the most advanced financial planning strategies available. She works with clients to develop an Investment Policy Statement and a Financial Plan.