- Canadian Investment Course (IFIC)
As a Client Service Associate, I fill what I call a “behind the scenes” role. It’s my job to ensure that when one of our partners meets with our clients that ample preparation, care and attention to the fine details are invested so results are delivered. As a self-professed introvert, I love being in the background to support the success of our team and our clients.
One of the things that contributes to my success is having grown up in a military family – my father served in the navy and my grandfather in the army. I was raised to respect other people’s time and efforts. Balance that with a passion for working one-on-one with people to help them solve their challenges and I am in the perfect position for me. I’ve always worked in finance and the recurring theme is that people really just need support and want good service – and that’s exactly what I aim to give all of our clients.
Everyone on the Legacy Family Office team has a clearly defined job to do and we all work together to ensure our clients are well taken care of. The detail-oriented side of me likes the defined structure that this team has in place.
I come from a big family – and I love it! I spend a lot of time with my folks, my siblings and I’m very attached to my nieces and nephews. When I’m not spending time with family, I can be found with my nose in a good fiction book. I love the world created by George R. R. Martin and his Game of Thrones series of books as it provides me an escape from the left-brained world of numbers.