Hobbies/Sports:
Exercising at the gym; Golf; Playing baseball and soccer;
Spending time with her family
Education Degrees:
Canadian Securities Coursework; Coursework in Canadian Investment Finance; Bachelor of Arts in English, St. Francis Xavier University (1984)
Affiliations Awards:
CFA Institute; Canadian Professional Sales Association;
CFA Ottawa Society
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of her career was getting support, at a young age, from unlikely sources that furthered her career.
Charity:
Kanata Food Cupboard; United Way Worldwide; Heart and Stroke Foundation; Paddler, MD Mad Dragons; Certified Soccer and Baseball Coach (National Level 1)
Number Of Years In Profession:
26
Number Of Years In Current Position:
12
What Does He/She Attribute Success To:
She attributes her success to her following The Golden Rule.
Why did you become involved in your profession or industry?:
She became involved in her profession because she enjoys working in the financial field and educating others.
Position Responsibilities and Duties:
Working with clients to help them achieve their goals; Managing investment portfolios for physicians and family members; Providing retirement planning services; Building clients' portfolios; Meeting with clients on a quarterly basis; Investing in national and international markets; Building investment policies; Developing long-term relationships
Education Certifications:
Certified Sales Professional with Distinction, Canadian Professional Sales Association
Where Will You Be In 5 Years:
In five years, Ms. Costigan hopes to continue building her business in Ottawa.