Area of Expertise: Personal and Corporate Financial Planning like estate planning and business succession

Verginia brings over 18 years of diverse financial expertise, spanning private and retail banking, investment, stock market trading, and portfolio management to her role at connectFirst Wealth as a private wealth advisor. With a bachelor’s degree in commerce and a passion for holistic financial planning, she attained her PFP, CIM and CFP designations. She thrives on understanding clients’ needs deeply. Joining connectFirst in 2021, Verginia values the supportive environment and the prominence of women in leadership. Outside of work, she enjoys family time, interior design projects, cooking, and hiking, reflecting a balanced lifestyle that resonates with Calgary’s diverse seasons. As a proud advocate for credit unions, Verginia emphasizes connectFirst’s member-focused approach and its alignment with Alberta’s community values, driving her commitment to serving clients with integrity and dedication.