About TRIO

Vickie Snow, B.A., CFP, CLU
Certified Financial Planner®

Vickie Snow

Vickie's experience in financial services began when she was in high school and continued throughout her university studies. She attended the University of Ottawa, graduating with a Bachelor's degree in Social Sciences. For a number of years, Vickie worked with a firm of psychologists before deciding to return to financial services and pursue her certifications.

Vickie is a Certified Financial Planner with Desjardins Financial Security Investments Inc. and is registered to offer mutual funds in the provinces of ON and QC. As a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), Vickie maintains membership with the Financial Planning Standards Council (FPSC) and The Financial Advisors Association of Canada (Advocis). Over the past few years, she has volunteered with the FPSC drafting material for, and marking, certification exams. She also spent three years as a member of the Exam Panel for FPSC Level 1® Examination in Financial Planning. The Exam Panels’ purpose is to ensure the certification examinations sufficiently and appropriately assess the competence of candidates by demonstrating the necessary knowledge, skills and abilities.

In 2011, TRIO Financial Planning, associated with DFS Investments Inc., opened its doors. Vickie and her partners, Todd Thompson & Stephen Cock, share a vision of assisting individuals and families identify and meet their financial goals and objectives. They support one another in their quest to provide the best retirement, tax and estate planning services combined with appropriate investment and insurance strategies.

When asked to reflect upon her work, she says, "I was raised with a strong work ethic and my father impressed upon me the importance of knowledge, education, and the value of honesty and integrity. I bring these things with me to every relationship both personal and professional. I am fortunate to be a part of my clients' lives and value being a part of their successes and challenges. But most importantly I am proud that they trust in our relationship”.

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