Cindy Dunlop


Client Services


Spoken languages : English

"I want each client I come in contact with to rest assured that I will attend to their needs and that their visit to us is a pleasant experience." 

Cindy just recently began her career in financial services. We consider Cindy our client concierge, so if she cannot help you, she will be able to help you find the right person. Cindy has a great personality and is very passionate to help our clients. 

If you have any questions on the following Cindy is the best person to ask:

  • Booking a meeting with your advisor either in person or on the phone.
  • Documentation - needing a copy of your last statement, or updating your email, address, or phone number.

Cindy is always answering our phones if we are not at our desk, and she will also greet you at the front door with a smile.