- BCIT Management System – Diploma
- Douglas College – General Studies – Diploma
- Canadian Investment Course (IFIC)
As an Executive Assistant at Legacy Family Office of Assante Financial Management Ltd., I see myself as an orchestrator. I manage multiple teams and multiple calendars, ensuring that all of the moving parts are in sync so our clients feel assured their needs are being met.
I enjoy being that first point of contact and take pride in being accessible to our clients to provide great service and have them feel that I’m genuinely interested in supporting and assisting the people who surround me.
The word ‘family’ in our name couldn’t be more fitting because our leadership truly leads by example when it comes to family values. This is the aspect of our team that I appreciate the most and I believe it is the foundation of our success. We each have our roles and areas of expertise and it takes all of us to provide an exceptional experience for our clients. The spirit of our team sets a wonderful tone in the office and makes it even more inspiring to come to work and to work hard in support of each other every day.
When I am not orchestrating the details in our office, you’ll find me on my way to yoga or with a ball of yarn in my hand. Knitting and yoga are two things that really help me unwind, explore my creativity and practice the art of being present. The type of knitting I enjoy is called “arm knitting” and when you’re not in a present state of mind, you can literally get yourself tied up in knots!