Liz has over 25 years of experience in the investment industry including institutional money management.
She worked as a Portfolio Manager for a pension fund and as a Pro Trader for a major bank. At D.S. Oxley and Associates Ltd., Liz oversaw the technical and fundamental analysis of fixed income and foreign exchange markets. Liz went on to be a Portfolio Manager with Aurion Capital Management/Shell Canada Pension Fund Management, where she was responsible for managing part of the fixed income portfolio and was part of a three person team which managed the equity portfolio. After a tremendous career managing institutional money, Liz turned her attention to working with private clients and assisting them with the management of their investments, working for a major bank-owned dealer before joining Bernardine and the independent arm of Raymond James.
Liz is a registered representative with IIROC and also insurance licensed by FSCO. She is also an Investment Advisor Representative and is Series 7 and Series 63 registered with Raymond James (USA) Ltd., a broker-dealer subsidiary registered with the US Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation. Liz has obtained her Chartered Investment Manager (CIM®) designation and continues to enhance her experience and expertise, and is currently working on attaining the designation of Certified Financial Planner (CFP®)