Bee is a Financial Advisor who joined Raymond James Ltd. in 2009. She completed her Bachelor of Engineering degree at McMaster University and Master of Engineering Science at the University of Western Ontario. As an engineer, Bee worked in the commercial aerospace and tech-startup industry in the Waterloo Region. After completing an MBA at Wilfrid Laurier University, Bee entered the financial services industry in 2005 as an Investment Advisor.
Bee’s goal is to help clients to build, preserve, and pass along their wealth to future generations. She works with individuals, families, and corporations on wealth management. Specifically, she and her team assist clients as they move through life's investment stages: saving for education, saving for retirement, financially caring for minor or disabled children (through income generating investments, trusts, and registered plans), dealing with big life changes like divorce, tax-efficient investing, and Will, estate, and insurance planning.
In addition, Bee is licensed in the U.S. as a Registered Investment Advisor with Raymond James (USA) Ltd. to offer cross-border wealth management solutions to Americans living in Canada and Canadians living in the United States.
In her spare time, Bee likes the excitement of travel, enjoying new cultural experiences, and meeting new people. Bee also enjoys playing tennis and badminton, and watching tennis matches.
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Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
This website may provide links to other internet sites for convenience of users. Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites. Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to.
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