Brenda joined Life Span Financial Strategies in
January 2006 bringing 10 years of industry experience with her.
Since then Brenda has become an essential element to the company's
ongoing and growing success.
Brenda is a licensed Portfolio Manager, including options, and
an Investment Advisor, offering discretionary investment services
through DundeeWealth.
Brenda's professional designations include:
- CFP (Certified Financial Planner),
- CIM (Canadian Investment Manager),
- FCSI (Fellow of the Canadian Securities Institute),
- FMA (Financial Management Advisor).
Brenda maintains Level II Life Insurance license affiliated with
Dundee Insurance Agency Ltd.
Brenda attended the University of Ottawa, completing a Bachelor
of Commerce Degree, majoring in finance. After university, Brenda
moved to Vancouver where she began her career in the finance
industry. Brenda worked for a mutual fund company as a Client
Administrator and then later spent five years in Vancouver working
with a team of Investment Advisors to enhance her financial
planning and investment based knowledge. Upon returning to Ottawa,
Brenda joined a large brokerage firm and joined Life Span,
continuing her professional growth.
Brenda and her husband Kent have two daughters, Savannah and
Valerie.
Brenda's strong communication skills and her attention to detail
have helped make her an integral part of the Life Span Financial
Strategies Team. As a Portfolio Manager and Investment Advisor,
Brenda has continued to see her knowledge base grow and takes pride
in how this enhances the value she brings to the clients.
Contact Us
today to arrange a meeting with Brenda J. Wilkins or one of our
highly qualified Advisors.
