Tanya Forde
Administrative Assistant - Qualicum Beach of Raymond James Ltd.
As Administrative Assistant Tanya is the first point of contact for clients when they call or visit our office.
Tanya's journey in financial services began in 2011, where she quickly discovered a passion for helping clients reach their goals. Starting out in the credit union system, she built a strong foundation rooted in community values and personalized client care.
In 2017, Tanya transitioned into wealth management, where she combined her administrative expertise with advisory experience to deliver thoughtful, tailored support. Along the way, she earned several key industry credentials, including the Canadian Securities Course (CSC), Canadian Practices Handbook (CPH), Wealth Management Essentials (WME), and Financial Planning Supplement (FPSU), solidifying her expertise as a Registered Representative.
For Tanya, finance is about more than numbers — it's about connection and impact. She takes pride in supporting individuals and families through life's transitions, ensuring they feel confident and cared for in every step of their financial journey.
Beyond her professional life, Tanya has called Vancouver Island home for more than 30 years. She loves spending time outdoors with her husband Glenn and their two children, Callum and Grace — whether it's swimming, hiking, or exploring the Island together.