How I Help Our Clients
Acting as the bridge between clients, Portfolio Managers, and our custodians, I am responsible for onboarding and responding diligently to all client administrative requests.
My values are trust and personal growth which help me build strong relationships with my clients and colleagues. Through my years in the industry, I have developed a passion for client service and take pride in ensuring smooth day-to-day operations for the team as well as providing an excellent experience for our clients.
My Credentials and Experience
With a degree in business administration and over a decade of administrative experience, I started my career in finance in 2012 as an Administrative Assistant at another private wealth management firm. I later joined Vestcap in 2014, bringing my knowledge of back-office procedures and client servicing experience to the team. I consider servicing clients to be of the highest importance and am continuously working to extend our care and commitment on a personal level developing trust and peace of mind.
When I’m not at work, I love experimenting with new recipes in the kitchen and cooking and baking for family and friends. I also love travelling, exploring the outdoors, and when at home, you will usually find me outside in the garden.