Maureen Hertz

equipe

Investment Associate

BA

Spoken languages : English

Maureen has her Canadian Securities License and more than 25 years of financial industry experience, including 7 years with Allan. As your primary contact with our team for account opening and transfers, she will expertly care for all the details and she’ll make you feel completely at ease in the process.

Maureen will ensure your new accounts are set up correctly, all initial documentation requirements are met and monitoring of the transfer in process to ensure it is seamless and worry free.  Maureen will contact you to answer any questions you may have and verify that your move to our team has gone smoothly and that we are meeting your expectations.  You will hear from Maureen when it is time for your regular Portfolio Review with Allan, a process which we take very seriously.

If you have a need to see Allan between Portfolio reviews, call Maureen and she will arrange that for you.  Maureen is also your point of contact should you decide to open or transfer additional accounts to benefit from Allan’s management.  Maureen has a wonderful capacity for really getting to know our clients, forming strong, genuine connections that create a relationship of trust and caring that goes well beyond financial and administrative details. She remembers personal as well as portfolio details because she truly cares about both.