I have been in the wealth management field since 1996, and what I have observed is that when it comes to people’s money, they want to be dealing with a qualified and experienced advisor.
I have surpassed the required credentials and hold the Financial Management Advisor (FMA) designation. I have also obtained the designation Fellow of the Canadian Securities Institute (FCSI). Representing individual integrity and unrivalled professionalism, the designation Fellow of the Canadian Securities Institute (FCSI)® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the financial services industry.
I have also completed the Canadian Securities Course, and Conduct and Practices Course. I have completed Level I and II Life Insurance which enables me to discuss any of your estate and insurance needs.
In 2011, I received my Portfolio Manager status.
With over two decades in the financial services industry and 15 years of direct experience in Wealth Management roles, Mandy has gained the experience and knowledge necessary to be successful as an Investment Associate. Working closely with Bill, she is committed to assisting clients in reaching their personal financial goals with investment and planning solutions. She strongly believes in the importance of establishing trust and building strong relationships with clients, colleagues, and partners for long-term success.
Away from work, she enjoys spending time with her family and dogs. She is involved with the local soccer community and is passionate about gardening and enjoying time outdoors.
Leslie brings 20 years of high-quality customer service experience to her role and has an abundance of knowledge in the Wealth Management Industry.
She is a graduate from Humber College with a Diploma in the Business Accounting program and is in the process of obtaining her licensing as an Investment Representative through the Canadian Securities Institute.
Leslie handles the administrative aspects of our business including account opening, documentation, compliance and the day-to-day administrative needs of our clients. She would be happy to assist you with establishing online access for your accounts or scheduling an appointment for portfolio and wealth management reviews.
Outside of work, Leslie dedicates her spare time to her two children and their ongoing soccer, swimming and skiing activities.