Associate Investment Adviser
Erin Gendron brings over 13 years of experience in the financial services industry to the team. She has actively engaged and fostered strong client relationships while providing advice to help clients achieve what’s most important to them. Her last 8 years of experience have been in the traditional bank setting, where she provided not only investment and financial planning expertise, but worked with clients to streamline their day to day banking affairs and understand and manage their credit situation. This in depth banking knowledge allows Erin to offer practical advice to our clients as they navigate the often- confusing banking landscape.
Erin has her CERTIFIED FINANCIAL PLANNER® (CFP) designation, which she has held since 2008. Erin’s other industry accreditations include her Financial Management Advisor (FMA) designation, and most recently she completed her Certificate in Advanced Retirement Strategies. These along with her experience give her a strong foundation to provide a high level of expertise and advice as she runs the financial planning services offered to our clients.
Erin recently relocated back home to Ottawa where she enjoys being active outdoors with her young family.