Vikki worked in Raymond James’ financial planning department before joining Portage Wealth in 2017. Vikki has her Certified Financial Planner designation, and is licensed as a life and accident & sickness insurance agent, and is a registered representative in both Canada and the U.S.
In addition to her CFP® designation, Vikki holds a commerce degree from Deakin University in Australia, where she studied a triple major in accounting, economics and finance. Vikki works with our clients in all areas of financial planning including modular wealth management plans and the implementation of all non-investment planning strategies.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.