Denise has over 10 years of experience in the financial services industry in the areas of investment management, insurance, banking, and administration. Prior to joining the team, she was a Paraplanner for an Australian financial company and a Life Insurance Advisor in the Philippines.
Denise is a licensed investment representative in Canada, assisting advisors with their client’s operational, administrative, and financial/wealth illustration needs. She also holds a Bachelor of Science in Commerce degree from De La Salle University in Manila, Philippines, and a Diploma of Financial Planning from Kaplan Professional in Australia.
In her downtime, Denise enjoys traveling, or hosting friends over with her husband, Nic.