Tessy is a Senior Investment Advisor dedicated to building and maintaining strong, long-term client relationships while overseeing portfolio management and trade execution. She believes that understanding each client's unique needs, goals, and priorities is fundamental to creating lasting and meaningful relationships. Working closely with the firm's Tax and Estate Planning Team, Tessy helps clients navigate their financial, retirement, and estate planning needs with confidence. With over two decades of experience in the financial services industry, she brings extensive knowledge, insight, and a client-focused approach to every interaction. Tessy holds an Honours Bachelor of Commerce degree from the University of Toronto and is a licensed Registered Representative. She also holds Life Insurance and Accident & Sickness Insurance licenses, enabling her to provide comprehensive wealth management guidance. Outside of work, Tessy lives in Etobicoke with her husband and young daughter. She is a passionate Toronto Raptors fan and enjoys traveling and creating lasting memories with her family.