Professional Credentials and Recognition
Professional credentials matter, but only when they are grounded in experience and applied with care.
This page reflects the full scope of my professional education, certifications, and recognition accumulated over the course of my career. While my current work through NEXsteps is focused on legacy planning, executor support, and estate administration, my background spans multiple disciplines that continue to shape how I support individuals, families, and professionals.
Some credentials listed here are directly relevant to the work I do today. Others represent earlier stages of my career and the foundation of skills I continue to draw on. Together, they reflect a long-standing commitment to professional standards, ethical practice, and continued learning.
Credentials That Support My Work with NEXsteps
These credentials and appointments directly support my current work with individuals, families, and executors.
Certified Executor Advisor (CEA)
Canadian Institute of Certified Executor Advisors
Specialized education in estate administration, executor responsibilities, fiduciary duties, and the practical realities of settling estates.
Commissioner for Oaths (Alberta)
Appointed under Alberta legislation, 2025
Authorized to administer oaths and witness affidavits and statutory declarations, supporting proper execution of legal and administrative documents.
Personal Fiduciary Training and Certification
Personal Fiduciary Standards International
Education and assessment focused on fiduciary responsibility, ethical decision-making, and accountability when acting on behalf of another person.
Professional Training That Supports My Work with Clients
These programs support how I work with people navigating transition, complexity, or emotionally charged decisions.
- Life Coach Certification
Training in structured conversations, decision clarity, and supporting individuals through periods of personal or professional change. - Risk Assessment and Client Care Training
Education supporting thoughtful evaluation of personal, situational, and decision-related risk, particularly where vulnerability or stress may be present. Many are listed in the next section. - Ongoing Professional Development
Continued education across ethics, governance, communication, and professional responsibility to support careful and responsible client work. Many are listed in the next section.
Recognition Received Over the Course of My Career
Over the course of my career, my work has been recognized by organizations and professional bodies at different points in time. These acknowledgements reflect leadership, service, and professional contribution within various roles and contexts.
While not all recognition listed here is directly related to my current NEXsteps work, it provides context for the experience, perspective, and professional judgment I bring to my work today.
- Canadian Remote Access for Dementia Learning Experiences + (CRADLE)
- Brain Story Certification; Palix Foundation, Alberta Family Wellness Initiative
- The Suicide Prevention, Risk Assessment, and Management Training; Alberta Health Services, Canadian Addiction Counsellors Certification Federation
- Trauma-Informed Care; Alberta Health Services, Canadian Addiction Counsellors Certification Federation
- Best Legacy & Lifestyle Planning Company 2024, Canada: Wealth & Finance International – Management Consulting Awards 2024
- Management Consulting Awards 2024 – Best Legacy & Lifestyle Planning Company 2024 – Canada; NEXsteps
- Most Influential Marketing Businesswoman Award 2024 (Alberta): Nancy Boisvert, Acquisition International
- Family Champion Award Nomination, BC Care Providers Association and EngAgeBC, 2023
Professional Foundations and Earlier Certifications
Before launching NEXsteps, my professional work focused on marketing, communications, and strategic consulting. The certifications below reflect that earlier chapter and the foundational skills developed during that time.
While my focus has evolved, this experience continues to influence how I communicate clearly, manage complex projects, and collaborate effectively with professionals across disciplines.
IFIC Certification
Education related to investment funds and regulatory frameworks during an earlier phase of my career.
Marketing and Communications Certifications
Training supporting strategic messaging, stakeholder engagement, and organizational positioning.
- Corporate LiveWire Innovation & Excellence Awards 2025. Digital Marketing Agency of the Year – Agapi Marketing & Consulting Ltd.
- North America Business Awards – 2024: Most Innovative Strategic Marketing Consultancy 2024 – Western Canada; Agapi Marketing & Consulting Ltd.
- Best Sustainable Marketing & Business Strategy Company 2023 – Canada; Agapi Marketing & Consulting Ltd.
- Best Brand Development Consultant (Calgary), Media Innovator Awards, 2022
- Best Strategic Planning & Marketing Provider – Alberta; Media Innovator Awards, 2022
- Strategic Marketing Award 2017, Marketing Digest
A Note on Professional Scope
My work through NEXsteps is non-legal and non-financial in nature and is designed to complement, not replace, the advice of lawyers, accountants, and financial professionals.
Where appropriate, I work collaboratively with those professionals to support coordinated and thoughtful outcomes for individuals and families.
Learn More
To understand how this background supports the services offered through NEXsteps, you may wish to visit:
