Helen Forrest

Senior Investment Advisor


Helen has 45 years of financial services experience.  Helen adopts a comprehensive approach to individual wealth management through customized, rigorous and accountable oversight which includes investments, financial planning, retirement and wealth transfer strategy.  She is married with two children and four grandchildren.  She is the treasurer of the CFUW Welland and District and in her spare time she enjoys spending time with her family, golf, traveling and playing cards.