Renee moved from Edmonton to Victoria in 1993 when the Royal Bank of Canada transferred her to serve the Greater Victoria area. Passionate about making a difference in people's lives, the move to personal financial planning in 2002 was a natural shift. In 2018 Renee created Innovate Financial Group, formerly Hawk Wealth Management.
Renee brings over 30 years experience. She has held her securities, mutual funds, branch manager, and insurance licenses. Renee continually develops her professional acumen and recently received her Responsible Investing Certification. Renee loves meeting new people and makes sure new clients are welcomed in a way that has become custom in her practice.
Renee brings over 30 years experience. She has held her securities, mutual funds, branch manager, and insurance licenses. Renee continually develops her professional acumen and recently received her Responsible Investing Certification. Renee loves meeting new people and makes sure new clients are welcomed in a way that has become custom in her practice.
Services
Our role as your advisor is to help you establish effective strategies based on your unique set of goals and aspirations. We develop an investment strategy designed around your specific risk tolerance and time horizon as clients expect to earn a competitive rate on their investments as well as preserve their capital.
Every person has dreams goals and desires that take financial resources to accomplish. I am often asked, by new clients, if they will ever reach their goal of retiring or purchasing a home. We quantify our client's goals and desires and create a path to reach them. As a public servant I feel secure knowing I have a great job that allows me flexibility and provides security for my future.
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