Maureen Wilson is the Director of Advisor & Client Relations. Everyone refers to her as “Moe”. She has been the leader of our client communications team since 2007, and brings over 40 years of experience (but will tell you she started at 10 years old). She has a vast knowledge of absolutely all areas of Wealth Management, including investments, insurance, retirement, tax, and estate planning.
There is literally only one “Moe” in this world. Ask any of our clients, she does it all…literally.
Unique Facts on a Unique Person
- Once babysat Ivanka & Donald Trump junior in the video arcade of Merv Griffin’s Resorts Casino in Atlantic City
- Lived in New Jersey and San Diego
- Was a US stock trader in 1983 – 1985 in New York City
- In 1980 she was the first female to be hired on a stock trading desk in Vancouver
- Owned her own 6 seater, twin engine airplane, and had her pilots license
- Flew her own plane for sky-divers to jump out of
- She once took the bedroom door off her son’s room for a month because he snuck a girl in, in the middle of the night
- She’s travelled to 35 of the 50 US States
- She had lunch at Carol Burnett’s house after stopping to return some Tupperware for a friend
- She took 11 years of Royal Conservatory piano lessons
- She was in the first Alberta Summer Games in 1974 as a high jumper and uneven bars
