I saw the positive impact I was having on clients and their families as I now had the tools and the ability to help them with everything from buying their first home to saving for retirement, from starting an education savings plan for their children to legacy planning and managing a loved one's estate. My clients' financial success motivates me to do my best and continue building on my education and tools.
In early 2012 I became a Licensed Mutual Funds Representative after completing the Investment Funds in Canada course.
I joined East Kootenay Community Credit Union (EKC) and Qtrade Asset Management as a Branch Services Work Leader and Mutual Fund Investment Specialist in February of 2020. I bring my knowledge and my determination to continue helping members find financial security by enhancing their financial wellbeing.
Giving back to our community
My family believes strongly in giving back to our community. Sometimes it is just in small ways, like helping an elderly neighbour get groceries. Other times the giving back is more significant, like hosting a financial literacy course.
More about Adrianna
I was born and raised in the Prairies. I moved to Sparwood, BC, in 2019 and my family and I have called this beautiful place home ever since. We plan to call British Columbia our home for many, many more wonderful years to come.