Wendy is a Certified Financial Planner CFP, Chartered Financial Divorce Specialist CFDS, Registered Family Mediator RFM, specializing in holistic financial planning for clients getting married, going through a separation or filing for a divorce. We offer "Fee for Service" or "Fee based", financial advice, financial planning, investment management and mediation in the Calgary area.
Wendy is passionate about educating, enriching, and empowering the people she serves. Her experience with life and business, her education, and her compassion brings the essence of Wealth Wellness in all she does to help her clients, families and business owners.
Wendy’s passion, experience, knowledge, and respect in the financial industry spans 25+ years. Wendy truly cares about her clients. She loves the intensity of the work she does as it can be very rewarding and fulfilling. Her testimonials speak to that.
Wendy is married to Richard and they are blessed with two adult children. They have lived in Calgary most of their lives. Skiing, golfing, traveling and cooking are some personal passions. Giving back is important and to that end, it`s about helping women and children in need that ignites the fire in Wendy.
Company: Wealth Wellness
Phone: (403) 873-0292
“I love the supportive, educational environment you offer to your ladies. You make each of us feel appreciated and valued and you always make yourself available with honest, fair feedback and consistent encouragement to keep moving forward.” -Carla Gate