
Audrey has extensive experience working with families and individuals where she has focused on the development and implementation of customized investment manager strategies, portfolios and investment policies. Recently, she worked with RBC Private Counsel in Ottawa where she was regional Vice President, Investment Counsellor and Partner. Following her time at RBC she joined CC&L Private Capital as Vice President, and today is WaterStreet Family Capital Counsel's Vice President and Chief Investment Officer.
Audrey has been an active member of the Canadian investment industry for over twenty-five years. She has unparalleled experience in investment manager due diligence and monitoring, and building comprehensive multi-manager investment platforms geared to the unique needs of private clients. Audrey’s experience has also included managing the portfolios and relationships of both private clients and institutions including not-for-profit corporations and foundations.
Audrey began working exclusively with families and individuals at RBC Private Counsel in Ottawa where she was a Regional Vice President, Investment Counsellor and Partner. She continued her journey with the unique investment needs of private clients when she joined CC&L Private Capital as Vice President. Her work with families and individuals has focused on the development and implementation of customized investment manager strategies, portfolios and investment policies.
Audrey is currently the Chair of an Independent Review Committee for the Social Housing Services Corporation. She has also served on the Board of Directors of the Hnatyshyn Foundation (a national arts-based foundation) and Ottawa Community Housing (a not-for-profit housing corporation), including as the Chair of the Governance Committees for both Boards. She has also participated on select pension investment committees.
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1. WaterStreet Family Capital Counsel Inc. is a corporation registered as a Portfolio Manager and Exempt Market Dealer with the Ontario Securities Commission, the Alberta Securities Commission and the British Columbia Securities Commission.