With over 13 years of experience in the financial industry, I am a client-oriented investment advisor assistant who is passionate about helping clients achieve their financial goals and dreams. I began my career as a back office temp and gradually advanced to become an investment advisor assistant, thanks to my keen interest and dedication to the financial sector. I assist investment advisors in providing comprehensive financial planning, portfolio management, and investment advice to a diverse clientele. I also handle administrative tasks such as scheduling appointments, preparing documents, and maintaining client records.
I pride myself on being reliable, professional, and courteous at all times. I enjoy working as part of a team and building long-lasting relationships with clients and colleagues. Originally from Ontario, I moved to Calgary in 1995 after living in Kelowna for a short while. In my free time, I love travelling and exploring the great outdoors that our province offers.