Over 14 years ago, Cherie began her financial services career in Toronto, Ontario, on Bay Street with a leading boutique asset management firm where she worked closely with high net worth and complex client situations to spearhead the development of customized comprehensive financial plans. In 2011 Cherie received industry recognition as she was honoured for outstanding academic achievement after scoring the second highest mark in Canada on the FPE2 examination for Financial Planners. She has been inducted in the Financial Planning Standards Council’s President’s List and brings her outstanding level of expertise and attention to detail to the planning process for the firm’s clients. 

Career Highlights

• Lighthouse Private Wealth: In 2015, Cherie left the chaos of the city and relocated with her family to take a position as a Senior Financial Planner with Lighthouse Private Wealth, where she is responsible for hands on management and planning services for the firm’s clients. 

• Cougar Global Asset Management: In 2007, Cherie joined the firm to work directly with clients, providing financial planning and solutions to address the unique needs of the affluent Canadian market. 

Professional Credentials and Qualifications

• Chartered Life Underwriter (CLU) 2020

• Certified Financial Planner (CFP) 2012 

• Inducted into the Financial Planning Standards Council’s President’s List 2012 after realizing the second highest mark in the country on the FPE2 Financial Planning Examination

• Bachelor of Science Degree from Guelph University

Philanthropy and Volunteerism

• CFP Credential Blueprint Development working group – Financial Planning Standards Council

• Kids with Class