Elizabeth is responsible for identifying the wealth planning needs of our clients for all significant planned and unexpected life events as well as, tax, estate, and insurance planning. Elizabeth works closely with Serena, and the specialists in our Tax & Estate Planning Group to execute and deliver personalized Wealth Plans designed to meet our clients’ unique goals and objectives. She also coordinates marketing initiatives, and backs up Jennifer on trading for the group. Elizabeth is a graduate of McMaster University where she completed an Honours Bachelor of Commerce degree, and is a licensed Registered Representative. Prior to joining the Begg Cheng Wealth Management Group, Elizabeth worked for a leading investment management firm in both sales and client service roles.