Principal, Strategic Wealth Planning
As a Principal of Promerita's Strategic Wealth practice, Angela advises private clients and business owners in assessing their financial and risk management needs and works with them to develop cost-effective wealth, estate and risk management solutions. Angela has professional experience designing and implementing financial and estate plans for blended families, business families and incorporated professionals. She enjoys working with a client’s team of trusted advisors to optimize their plans.
Angela’s academic and educational background complements her professional experience. After completing a degree with Great Distinction in Physiology from McGill University, Angela furthered her education by completing a master’s degree in health administration (MHA) at the University of British Columbia and then working in the area of health care policy and administration. After having children, she completed the Chartered Professional Accountant (CPA, CGA) designation and worked in industry, before deciding to take her financial expertise and desire to work with clients into the area of life insurance and estate planning. Angela is a member of the Canadian Tax Foundation, the Chartered Professional Accountants of British Columbia, the Estate Planning Council of Vancouver, as well as the Conference for Advanced Life Underwriting (CALU), where she has been a committee member for the last few years.
Born in North Vancouver and currently living in the North Shore with her husband and two children, Angela enjoys being a globe-trotting foodie during her family’s travels abroad. In her spare time, she enjoys hiking the north shore mountains and reading.