I work with our operations team and external partners to ensure our advisors are set up for success, and our client's needs are taken care of.
With a primary focus on the client, my responsibilities include anticipating their needs and taking proactive steps to enhance their overall experience. Additionally, I help make sure our operations team is organized and has the tools and support it needs to meet deadlines and accomplish tasks.
Recognizing the complexities of regulations and our suppliers, I am eager to take on any project that can help reduce stress for our clients; leaving them with a feeling of confidence and peace of mind.
I graduated from the University of Guelph with a Bachelor of Commerce. Additionally, I am an avid reader, Formula 1 fan, and love spending time amongst family and friends.