Vickie Snow, CFP, CLU, is a dedicated financial professional with extensive experience in financial planning and advising. Currently a Partner at TRIO Financial Planning since February 2011, Vickie emphasizes quality client interactions to build trust and support clients through a structured financial process. Vickie's commitment to the financial planning community is evident through volunteer work with the Financial Planning Standards Council, where participation includes exam item development and scoring for certification exams. Additionally, Vickie serves as a Financial Advisor at Desjardins Financial Security Investments Inc., focusing on risk-appropriate investment strategies. Other professional roles include memberships with Advocis and previous positions as a Financial Advisor and Certified Financial Planner across various firms. Vickie holds a B.A. in Social Sciences with a focus on Criminology from the University of Ottawa.
Sign up to view 0 direct reports
Get started
This person is not in any teams