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
“November 2014 was the first meeting I attended with Womanition at the Four Points Hotel on 75th street and 63rd Ave. in Edmonton. Since that day, my life has never been the same! Shortly after meeting with Dorothy Briggs, I became the facilitator of the Leduc Womanition Connect Group. I have been running the Leduc group since February 2015. February 2019 marks the beginning of my 4th year as the facilitator for the Leduc Womanition group. When I first saw a Womanition Magazine, I was determined to find a way to be featured in this beautiful, professional magazine. I have now been featured in 2015, 2016, 2017, 2018 and am about to be published once again in the 2019 issue of the Womanition Magazine. It was actually through a client of mine that I became introduced to Dorothy Briggs. I had been carrying a copy of the 2014 Womanition Magazine around in my briefcase. One day when we were working in my client’s office, she asked me if I knew about Womanition? I pulled out my magazine from my briefcase and said, “Do you mean this Womanition?” She agreed and of course I wanted to attend the next meeting in Edmonton! That’s where I met Dorothy Briggs for the first time. I have received greeting cards in the mail from people congratulating me for being featured in the Womanition magazine. These people are not in the magazine. They don't even live in Edmonton! The first time I was featured in the magazine, my credibility shot up so much that I had 14 ladies come up to me and ask for my services. I will run the Leduc Womanition Connect Group and be in the Womanition Magazine for as long as I live in Alberta...not that I am planning to move any time in the future. Being part of Womanition has had a positive effect on my life. I will forever be grateful to Dorothy Briggs for believing in me enough to allow me to manage the Leduc Womanition group. As for business, most of my business comes through Womanition now. Yes, I still get clients through LinkedIn itself, but now it is 70% from Womanition and 30% from LinkedIn. Womanition has taught me so much about business and how to do business, as well as great people skills. Dorothy is truly inspired as a visionary for her Womanition business. I love her forever for being my friend and for loving me back.” -Christine Till