Helen joined iA Private Wealth in August of 2017 as part of the HollisWealth transition and has held progressive roles working with iAPW's Prestige and Practice Management teams. In her current role, she is focused on ensuring the firm's key projects and initiatives are successfully implemented and to develop business practice and training resources. She has always had a key focus on the advisor and client experience and continue to help capture feedback and identify areas of improvement.

Helen holds a Bachelor of Business Administration from York University and has completed a variety of Canadian securities industry courses.