As a Certified Financial Planner™ professional, Tamara believes in creating all-encompassing wealth plans for clients. Detail-oriented and disciplined, she has more than 17 years in the financial services industry and studied tax and accounting before finding her calling in wealth management. This background is an asset to the team, offering fresh perspective on tax-efficient investing and helping clients envision the path to their goals.
She also assists the team with recordkeeping and tax reporting. Collaborating directly with clients’ accountants, she ensures accurate tax information is provided each year, tax strategies are delivered, and overall client reporting is up to date.
Tamara joined the Plena Wealth Advisors team in 2011. Before that, she held the title of assistant branch manager at an independent securities firm, and served as a client service administrator at a large investment management firm. She earned a diploma in financial management from the British Columbia Institute of Technology, majoring in corporate finance. She continues to expand her knowledge in the industry and has completed numerous courses with the Canadian Securities Institute.
Originally from the Yukon, Tamara moved to Vancouver after high school to pursue her post-secondary education. She fell in love with the city and has made it her home, living in North Vancouver with her husband, Wes, and their young son, Carter. She is adventurous and enjoys hiking, scuba diving and traveling around the world.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.