Analyst, Wealth Planning
As a Wealth Planning Analyst on the Client Wealth Management team, Erika Friesen focuses on the firm’s wealth planning efforts and ensures client wealth strategies are aligned with client goals.
Prior to joining Gluskin Sheff in 2018, Erika worked in the tax and estate planning group at Richardson GMP. She has also held various wealth management positions at RBC Dominion Securities and RBC Global Asset Management.
Erika is a supporter of the National Gallery of Canada in Ottawa and is an avid masters swimmer.
DESIGNATIONS & SPECIALTIES
- Chartered Investment Manager (CIM®)
EDUCATION & VOLUNTEERING
- MBA, Lazaridis School of Business and Economics, Wilfrid Laurier University
- Honours Bachelor of Arts in Art History, Carleton University
- Chair of the Board, Loving Arms Charity
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