Spoken languages : English
“I want to exceed the expectation of every client with fast and accurate completion of all requests and the highest level of service and attention. I want them to know great care was taken with their account”
Roz has worked in the legal field since 1983, having graduated from Capilano College’s Legal Assistant Program. She has been with the Shewfelt McMillan Group since 2000 and earned the title of Wellington West’s Employee of the Year in 2007. Roz handles the administration of registered and estate accounts. She also ensures that all transfers-in of your accounts are done as smoothly and as speedily as possible.
Please call Roz directly if you ever have a question regarding your account transfers or the administration of your accounts, i.e. cheque requests and/or electronic fund transfers (where funds are available), RESP withdrawals and Estate account questions.