Renee has been a marketing associate with Core Financial Planning Group since 2011 and previously worked with a successful financial advisor with Freedom 55 Financial for 2 years. She brings 10 years of customer service experience to the role where she is responsible for the daily administration and account management of clients. Renee strives to ensure that clients receive prompt and exceptional service.

While her educational background was focused on legal and office administration, strong family ties to the insurance industry have led her to this career. Renee has completed the Investment Funds in Canada (IFIC) course as well as the Life License Qualification Program (LLQP). She is currently studying for her Level 1, Insurance Fundamental Certificate which will earn credit towards her Life Office Management Association (LOMA) license.