Cecelia was born in Beausejour, Manitoba and then relocated to Kelowna in 1963. She spent her school years in Rutland graduating from Rutland High School. Cecelia’s spare time is spent with her beautiful daughter Emma and her Dad who is now on his own. She enjoys reading, handwork, walking and working on her bucket list. Cecelia is a processing specialist to Doug Knight, Kent Littleton and David Chase. She joined the team at Lakeside Financial Planning in January 2010. Prior to joining Lakeside Financial Planning, Cecelia worked as a Legal Secretary /Bookkeeper for over 20 years. When her boss retired, it was a perfect opportunity for a change as well and has never regretted that decision and is grateful for the opportunity to work with such a great team . Cecelia is extremely dedicated to her work here at Lakeside Financial Planning; she is extremely meticulous in every task she conquers. Cecelia is committed to ensuring that clients always receive courteous and personal consideration. She is responsible for helping all clients with their administrative questions and requirements.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.