Caring Hearts Connecting Community
RAYMOND JAMES LTD.
Trixie graduated with distinction from the University of Alberta in 1998 with a Bachelor of Commerce and in 2000 began working for Raymond James. In the years that followed she earned several designations including the Certified Financial Planner and Chartered Investment Manager designations.
She helps client manage their investments and offers guidance on retirement, education and estate planning. Educating clients is a passion and in addition to writing a weekly client newsletter she also hosts several seminars throughout the year including the very popular annual Women’s Only seminar.
Trixie is fluent in Spanish and has two young daughters and two cats. She enjoys travelling, gardening and scrapbooking.