Naomi has over 30 years of experience in the financial services industry and has held a number of respected positions within Scotiabank as Branch Manager and Financial Consultant within the Private Client Group. She holds the Personal Financial Planner designation and has earned her Securities License by completing the Canadian Securities Course, including the Conduct and Practices Handbook, through the Canadian Securities Institute.
She is actively involved in many Red Deer charities including the Canadian Counsel of the Blind and the Juvenile Diabetes Research Foundation. She is an avid traveller and enjoys scuba diving with her family.
Naomi is very dedicated to providing prompt, personalized service to our clients. She works closely with our clients to provide financial planning expertise. Her day-to-day focus will be assisting with account management, financial planning, and service requests.