Toni’s experience at BMO Private Wealth, where she collaborated closely with the wealth management team, gave her a comprehensive understanding of the financial services industry.After shadowing portfolio managers and financial advisors at BMO, Toni was certain that the path to becoming a CFP® was the right one for her.

Outside of her professional pursuits, Toni enjoys playing tennis, cooking, and caring for her plant collection. An artist at heart, Toni eagerly seizes any opportunity to showcase her creativity. When not busy with her hobbies, Toni values spending time with loved ones and friends.

At Pearl Capital Management, Toni is an integral part of the team, bringing her expertise, enthusiasm, and dedication to both clients and colleagues. She is eager to continue building meaningful relationships and growing professionally at Pearl Capital, while continuing along her journey of becoming a Certified Financial Planner®.

Contact

Email: email@thepearlcapital.com