Elizabeth Dykes

Helping financial advisors uncover their blind spots to level up their practices. 🕵🏼📈

Summary

Elizabeth Dykes is an experienced professional offering guidance in business growth, social media, technology, and strategic planning.
She specializes in leveraging Microsoft's suite of apps like Booking, Planner, Forms, Power Automate, and Power BI to enhance workflow and efficiency.
Elizabeth has a diverse educational background, including a BBA in Finance & Management from Bishop's University along with studies in various fields at Dawson College and Dalkeith.
She has held key roles in notable organizations such as Bridgehouse Asset Managers, Standard Life, Dynamic Funds, and Investors Group Financial Services Inc.
Elizabeth's expertise spans from customer support and relationship management to market research and process administration.
She is currently a Hybrid Wholesaler at Bridgehouse Asset Managers, connecting Canadian advisors with leading investment managers like Brandes, GQG Partners, Lazard, Sionna, and Morningstar.
With a strong focus on client success and strategic asset allocation, Elizabeth seeks to empower businesses and individuals on their path to success.
Her motto, inspired by John F. Kennedy - 'The greater our knowledge increases the more our ignorance unfolds', drives her commitment to continuous learning and improvement.
Elizabeth Dykes can be reached for consultations and collaborations at elizabeth.dykes@bridgehousecanada.com or via phone at 514.893.0168.