Private Wealth Consultant
Downloadable biography (PDF)
As a Manulife Private Wealth Consultant, Angela focuses on relationship management to support advisors and affluent clients seeking a unique platform of services that includes: investment management, private banking and tax and estate planning; an all-in-one comprehensive offering. Angela leverages her financial services experience to help advisors in delivering value-added services to their high net worth clients. By working closely with advisors to assess the specific needs of their clients through a holistic discovery process, she is able to present personalized Manulife Private Wealth solutions.
Angela has over 16 years of experience in the financial services industry as a wholesaler at one of Canada’s leading firms, most recently as Senior Vice President. She joined our team in 2017 and is helping expand on Manulife Private Wealth’s presence and trusted personal relationships with advisors. The insights and expertise gained from her past experience enable Angela to understand the variety of options available to affluent clients and to provide advisors with practical and relevant alternatives.
Angela is a graduate of Queen’s University’s Accelerated MBA and Simon Fraser University’s Bachelor of Business Administration with majors in marketing and international business. Angela also recently completed 5 certificates with Cornell University in Executive Leadership and Strategy.
She has completed the CSC and is currently pursuing the CIM (Chartered Investment Manager) designation.
In her spare time, she enjoys global travel, reading and is involved in various non-profit leadership roles.
Manulife Private Wealth offers comprehensive wealth management solutions to clients with unique personal and financial goals.