I’m proud to say I’ve been assisting our clients for over twenty years stared here in 1995. My primary responsibility is Client Service Manager, which includes overseeing quality control and accuracy within our branch.
I pride myself on staying abreast of the latest rules and regulations in our industry as well as keeping all client files up to date. As a proud member of Advocis, I am committed to best practices in our industry.
Your financial security goals are always paramount to us at Investment Planning Counsel Royal Oak.
Client Service Manager
Investment Planning Counsel
The Royal Oak Team