Caring Hearts Connecting Community
Trixie Rowein, B.Comm, CFP®, CIM®
RAYMOND JAMES LTD.
Pax Portfolio Advisory
Vice President, Portfolio Manager
Trixie has been guiding clients for 20 years at Raymond James helping them make smart decisions about their money. She specializes in advising clients going through a transition including retirement, loss of a spouse through death/divorce and planning to pass on your estate efficiently.
Clients want to know they won’t outlive their money and that they’ll be ok if they lose their spouse. Having gone through a divorce herself and having helped many clients after the loss of their spouse, Trixie understands that caring for clients’ well-being goes beyond money and that feelings matter as much as finance.
Growing up in an immigrant family Trixie saw how money, if managed well, can provide long-term financial security. She graduated from the University of Alberta and values education - writing a weekly e-newsletter, in addition to hosting regular seminars. She also hosted fun online cooking classes and online Spanish classes. Trixie is fluent in Spanish and has two teenage daughters.