Brittany completed her Bachelor of Commerce degree at the University of Victoria. She has also completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials and is a fully licensed Mutual Funds Dealer Advisor and Insurance Advisor.
Prior to Oracle Financial services, Brittany worked at a large investment brokerage where she gained experience in all aspects of wealth management. She recognizes that a personalized financial plan sets the stage for the development of a long term wealth strategy. As such, she is passionate about fostering a deep understanding of our clients and their families’ key issues and unique circumstances. She welcomes the opportunity to work with you along with our other expert advisors in a team based approach to total wealth management at Oracle Financial Services