Analyst, Wealth Planning
As an Analyst, Wealth Planning, Erika Friesen works with individuals and their families to understand their circumstances and objectives in order to prepare financial projections and personalized action plans.
Erika works closely with professional advisors to identify priority issues and develop solutions together to meet client’s objectives and address your overall wealth planning needs.
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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