Meet our Team
Vanessa Cullen - CIM, CFP, EPC
Certified Financial Planner
Senior Associate
Vanessa Cullen began her career in 1985 as a Treasury Analyst in the Oil and Gas industry where she completed her Canadian Securities Course and Certified Investment Manager designation. In 1993, Vanessa relocated to Kamloops and transitioned from Corporate Finances to Personal Financial Planning.
She holds designations in Elder Planning, Branch Manager, and Certified Financial Planning. Vanessa specializes in Retirement Income Strategies.
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Disclaimer: The information contained herein is for ON, NS, NB and BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.