Candice has over 15 years of experience in the financial industry and has her own practice under CC&L Private Capital. Before joining CC&L Private Capital, she was at Pembroke Private Wealth Management and HSBC Global Asset Management. Her practice guides and works with charitable foundations and high net worth clients—focusing on women, entrepreneurs and families— to achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice’s practice, and she is passionate about working with clients to identify values and areas where philanthropy can play a role.
She holds the Chartered Investment Manager (CIM) designation, is a Fellow of the Canadian Securities Institute (FCSI), and holds the Master Financial Advisor of Philanthropy (MFA-P) designation.
Candice understands the importance of giving back to her community. She is a current board member of the University of Toronto Alumni Association and UHN Impact Collective of the Toronto General and Western Hospital Foundation. She is also a member of the Canadian Association of Gift Planners, leading engagement and mentorship for professional advisors in the GTA chapter. In her spare time, Candice enjoys practising yoga, playing golf and tennis, and taking hikes with her family and golden retriever, Sadie.