About Me
Vickey Rowe is AVP, Advanced Financial Planning & Strategy at Tall Oak Capital Advisors. She works closely with multigenerational families, business owners and family enterprises to bring clarity to their wealth and support informed decisions that reflect their long-term goals, shared purpose and family values across generations.
With a client-first mindset and a strong technical planning background, Vickey works with clients and advisors to identify planning opportunities, model strategies and coordinate thoughtful recommendations across retirement, tax, estate, insurance, philanthropic and intergenerational planning considerations. She has a particular interest in the estate planning complexities that often arise for high-net-worth families and business owners.
In addition to her client planning work, Vickey plays a key role in advancing Tall Oak’s planning strategy, processes and internal workflows. She supports the development and implementation of operational controls, policies and procedures designed to improve consistency, efficiency and the overall client experience.
Vickey completed post-secondary education in financial planning and accounting before earning her Certified Financial Planner® designation. She has also completed the Chartered Life Underwriter and Trust and Estate Practitioner designations, strengthening her ability to collaborate with lawyers, accountants and other professionals in building well-rounded planning strategies. Additionally, Vickey has completed Master Financial Advisor – Philanthropy courses to deepen her understanding of charitable giving within comprehensive wealth management.
Vickey has volunteered with FP Canada, the national professional body working in the public interest, contributing to initiatives that help shape the future of the financial planning profession.
Coffee Chat
Question One:
Team coffee or team tea?
Tea. Chai tea lattes are definitely a favourite.
Question Two:
You are in a karaoke contest. Your winning song is…..
Well, I’m no Freddie Mercury, but Bohemian Rhapsody would surely win over the judges.
Question Three:
What would be your last meal?
My Mom’s prime rib roast with her special herb butter and Newfoundland traditional dressing with savoury spice. Unbeatable!
Question Four:
What is your secret talent?
I can remember lyrics to songs I hear only once or twice whether I like the song or not. This is both a blessing and a curse for earworms!
