Client Relationship Manager – Investments
Paula is our Customer Relationship Manager for Retirement and Investments and responsible for carrying out any decisions clients make that impact their investments. Whether it be updating information, opening investment accounts, doing trades, tackling paperwork or following through to make sure things get done, Paula’s work ethic and positive approach keep everything running smoothly.
Paula has completed her Canadian Securities Courses and her past experience includes five years in the investment arm of a major bank and three years at Great-West Life. She also worked as a graphic artist for 10 years before venturing into the financial services world.