Wendy Schuler Cim Fma Tep

Wendy Schuler, holding designations as a Trust & Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Canadian Investment Manager (CIM), brings extensive experience in wealth planning and client services. Since 2012, Wendy has served as a Senior Associate in Wills & Estates and Wealth Planning Associate at Quadrant Private Wealth, where responsibilities include reviewing wills in accordance with current estate and tax law, preparing memos for legal counsel, and collaborating with clients and specialists to navigate estate planning complexities. Prior to this role, Wendy managed client and advisor services at Quadrant Asset Management, ensuring timely service delivery and effective communication for escalated client issues. Earlier experience includes leadership roles in the Investment Policy Group at Assante Asset Management, with a focus on team management, compliance, and the development of efficient systems for investment policy statement delivery. Wendy's educational background includes various prestigious financial designations and courses that support expertise in wealth management and estate planning.