Spoken languages : English
Debbie has been in the Financial Services Industry for over 35 years and has been working with Allan for 19 years. Debbie has her Canadian Securities license and is responsible for all of the financial and administrative services within our team and the day to day, client experience.
Once your account is up and running you can call Debbie with any financial related questions about your account such as transactions on your monthly statement that require clarification or adjustments to RRIF payments and timing. Debbie will also assist you if you need cash transferred between accounts or have questions relating to dividends and income we might send on amonthly basis to your bank account, something which is common to many of our clients.
Don’t be surprised if you call Allan and Debbie answers. If Allan is on the phone or in meetings, Debbie will pick up your call to ensure that your questions are answered in a timely fashion. Debbie’s primary endeavor is to ensure that all clients enjoy exceptional client service and the highest level of confidence and confidentiality in the services provided to them with consistency and accuracy.