Dedicated to outstanding service, Beata supports the Family Office Practice by developing comprehensive financial plans and providing personalized wealth management advice to First Avenue clients.

Beata has over 20 years of experience in the financial services industry and began her career with Corporate Planning Associates (later acquired by Scotiabank). Prior to joining First Avenue, Beata was a Financial Planner at Raymond James Ltd. servicing financial advisors across the country. For her exceptional service, she has received multiple Service 1st Recognition Awards.

After moving to Canada from Poland, Beata graduated with Honours in Business Administration from the CompuCollage School Business in Vancouver and over the years has completed numerous financial industry courses. She has demonstrated a lifelong commitment to continuing education, having earned her a Certified Financial Planner and Chartered Life Underwriter designations.

Outside of the office, Beata enjoys beauty of nature, hiking, travel adventures and photography.