Dawn specializes in Life Insurance and Estate Planning for Individuals and Businesses. Having worked through Alberta’s boom & bust economic cycles, she is passionate about helping her clients achieve long term financial peace of mind.
After 15 years with BMO Bank of Montreal in Commercial roles & Private banking, Dawn founded her own Financial Planning company, Red Seal Financial Ltd.in 2013. She has worked with many individual and business clients coaching them to implement defensive Insurance based strategies and to put tax efficient investment & savings plans in place. Together with a CPA, CMA partner, Red Seal offers full financial planning engagements for businesses and family partnerships.
Red Seal understands that working in cooperation with the client’s other professional Advisors results in the best outcome for the client. The skillset the Red Seal team offers means Executive and Business owner clients can expect a solution tailored to their unique requirements at any phase in their financial lifecycle
Dawn has held several volunteer board positions in the Edmonton area & together with Red Seal actively supports not for profit organizations working in 2016/17 and 2018 with Junior Achievement’s financial literacy initiative for students.
Dawn enjoys an active lifestyle training and competing in open water swim events, travel and believes being in the backcountry without a cell phone is a good thing!