Aileen joined The Co-operators in May 2017. Her financial planning career began in 2002 with Freedom 55 Financial in Saint John, NB. Her desire to help people improve their financial security and enjoy their lives brought her into the business. After becoming an empty-nester, she returned home to Prince Edward Island in 2014 to expand her financial planning practice. Aileen is a true ambassador for The Co-operators mission statement: Financial security for Canadians and their communities.
Aileen takes all clients through a customized planning process that considers each clients' financial situation to provide personalized, creative, tax-effective solutions that give peace of mind. She understands the importance of knowing you and your family will be looked after in the event of an accident or sickness while planning for a secure retirement and family legacy.
Aileen is a UPEI graduate (Class of 1985 with a Bachelor of Business Administration) and has earned her Certified Financial Planner (CFP) designation. Her caring yet informative style is a refreshing experience. If you are a pet lover, her dog, Charlie, has become the office dog, bringing daily smiles to clients and staff.
Aileen enjoys time away from the business with her family and friends, especially Charlie, yoga, running and travelling. She contributes to the community as a founding member of the PEI Chapter of 100 Women Who Care.