Abby McKinlay

equipe

Associate, Client Services

Spoken languages : English

"Clients can trust that their needs will be well taken care of in a fast, timely and accurate manner. I want them to feel assured, happy, and satisfied when working with us."

Abby has been in the investment industry since 1997. She holds a certificate in the Canadian Securities Course and is fully licensed to buy and sell securities. Her organizational and research skills are an asset to the team. Abby handles new account documentation, setting up pre-authorized contributions, and electronic transfer of funds from client accounts. Abby can also assist with preparing gain/loss reports and providing tax information to clients and their accountants.