Our team of experts are here to help you find the right path
Vickey Rowe CFP®, TEP, CLU, CFDS, CHS, MFA-P
Senior Financial Planning Specialist
- CFP through FP Canada
- CLU through The Institute for Advanced Financial Education
- CHS through Advocis – The Financial Advisors Association of Canada
- TEP through Society of Trust and Estate Practitioners
- MFA-P through Advocis
Vickey joined Selectpath as a financial advisor in 2019 with over 10 years experience in the financial services industry. As an advisor, Vickey assisted clients in making informed decisions with respect to their financial and estate planning goals.
In November 2021, Vickey was appointed as the Senior Financial Planning Specialist. She works exclusively with financial and group retirement advisors providing their clients with individualized planning strategies. Specifically - providing personalized financial planning in areas of retirement, risk management, taxation, estate planning, wealth transfer and charitable giving strategies using their personal goals and objectives as the measuring inputs. For the convenience of clients, she works at the offices in London and Sarnia.
Vickey has a special interest in helping small business owners and their families solve complex financial and estate planning issues. She also has expertise in financial planning for separating and/or divorcing couples. She’s enthusiastic about education and has volunteered with the national professional body, FP Canada as an exam writer and exam marker which helps educate future advisors and planners.
Vickey holds industry leading designations namely the Certified Financial Planner, Chartered Life Underwriter, Trust and Estate Practitioner, Master Financial Advisor – Philanthropy, Certified Health Insurance Specialist and the Chartered Financial Divorce Specialist. She is also a member of Advocis and the Canadian Association of Gift Planners.