Misty Tait specializes in providing financial planning advice to clients with complex and sophisticated needs.
She has extensive expertise developing Retirement Income Strategies, including job transition, Wealth Management, and Farm and Business Planning. Misty has over 25 years of progressive career experience within the financial services industry, including executive leadership roles in the High Net Worth planning segment. Misty holds a Bachelor of Commerce from the University of Saskatchewan with majors in Marketing, General Business and Quantitative Analysis. She has accreditations as a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and she is a Fellow of the Canadian Securities Institute (FCSI) and a Fellow of the Institute of Canadian Bankers (FICB). Most recently, Misty completed a Certificate in Advanced Estate & Trust Strategy through the Canadian Securities Institute.