Born and raised in Ottawa, Victoria comes to us with extensive experience in the customer service and financial services industry. She is passionate about helping people reach their goals and making a difference in their lives. Clients are at the centre of Victoria’s universe.

Victoria’s priority is building client relationships, servicing clients, and providing personal and corporate planning support to Rob. She is the first point of contact for incoming client calls, processes all risk management and investment management files, and ensures follow-up action items are taken care of. Victoria is very organized, detail-oriented, and able to multitask.

Her educational background includes an Advanced Business Administration Diploma from Algonquin College and a Bachelor of Commerce Degree from Nipissing University. Previously a Planning Support Associate for a large insurance company, she joined Rob’s team in October 2021.

In her spare time, she enjoys the outdoors, spending time at her family cottage and cuddling with her two cats.