Sofia joined us from Canadian Western Bank where she has worked for the past few years since returning to work after a hiatus while her children were young. Prior to that, she worked with BMO for 7 years. Sofia plays a critical role on the Fortin Wealth Management Group, assisting with account related and other administrative processes in an accurate and timely manner, such as issuing cheques, electronic payments to your bank, account opening & documentation, address changes, account balance inquires, RRSP contributions, RIF payments, and scheduling meetings. She ensures all clients’ request are handled efficiently and professionally.
Sofia likes going for hikes on nature trails and exploring our beautiful province with her two kids and husband. Sofia is slowly meeting each of you as you arrive for meetings, and looks forward to carrying on our devoted service commitment.