As Regional Manager, Advisor Support, Keri is deeply committed to improving the financial health of RBC’s clients and the communities in which they live. She has embodied this philosophy throughout her career. After graduating from Red Deer College in finance, Keri obtained her Personal Financial Planning (PFP) designation, and Certified Financial Planner (CFP) designation. Having over a decade of experience in financial planning, she has held a variety of roles, providing financial planning, wealth management and offering her expertise in business succession planning.
Keri aims to use her current role at RBC GAM to generate impact on a larger scale. She advises RBC Financial planners and retail clients on investment markets, personalized financial planning and RBC GAM funds through educational programs and events.