Cheryl graduated from Algonquin College in Ottawa as a business administration assistant in 1980 to start her career as a legal secretary. The nature of the law practice melded into real estate development and even though Cheryl successfully completed the Canadian Real Estate Institutes sales course in the early 80's, a career change to administrative assistant to the president and vice president of Ottawa’s largest mortgage brokerage firm was put in place in 1984 at the same time that Cheryl and her husband Paul moved to the village of Plantagenet.

On expecting the birth of her second child in 1992, Cheryl got her first taste of financial planning, going to work for a Chartered Financial Planner part time as the rent receivable officer in the property management side of the business.

In 1998,  Cheryl moved to a full time position in a financial planning firm where she provided administrative and customer service support for a clientele of investment and insurance customers.  In 2002, Cheryl followed the president of that office who joined one of Canada’s largest national wealth management companies.

Cheryl joined our firm on August 29, 2005 as our office manager and heads our administration and client service department. Her predecessor, Diane Bernier, who previously held the position, has moved on to Nova Scotia with her husband who has accepted a promotion with his employer.

Her years of varied experience dealing with clients in banking, investments and insurance issues provides her with a superb understanding of our clients needs. Cheryl has strong organizational skills, is a very personable and smiling individual who thoroughly enjoys her work.

The mother of 22 year old Angela and 18 year old David, Cheryl spends a lot of her free time away from the office engaged in the activities that her family enjoys, horse back riding and hockey.