Client Services

Joining our team in 2016, Linda brings 30 years of knowledge in business support to our organization. She has experience in office management, project planning, organizational change, team building and technical implementation.

As an integral member of the team, Linda can identify and address the needs of our staff and clients and is responsible for making sure client servicing and business operations run smoothly and efficiently. Her work ethics are exemplary. She possesses an eye for detail and has designed and implemented workplace procedures, streamlining our business processes. She works closely with the advisory team to develop business strategies and client services. 

In her downtime, Linda loves being in the outdoors and spending time with family and friends.

Joining the team in 2018, Meghan brings excellent time management, prioritization, and multitasking abilities from her previous career as operations co-ordinator. Her years of experience in customer service allows her to embrace and understand the importance of quality and professionalism in the delivery of our services.

Meghan has attained a great understanding of investment administrative processes to better serve clients and the team. Her strong performance in a high-volume, high-pressure environment is quite impressive. Meghan plays an essential support role to the team and is responsible for overseeing daily client administrative needs. Her diligence in these roles help to ensure that each client receives the exceptional attention they deserve.