Cassandra Baylis, Investment Representative
(905) 681-2141 email@example.com
As an integral part of the Bontempo / Arnott-Wood Advisory Team, I work hard to ensure that all the “backstage” items are looked after, so that we can provide you with an exemplary client experience.
My expertise is ensuring that all client monetary requests – from dividend and interest payments, to depositing and withdrawing money - are handled efficiently and accurately. I am also in charge of document management for our team, making sure that all the information we need is obtained, recorded, and maintained in good order.
“We’re here to help” is not just a slogan for us – it has been the hallmark of our service to clients for more than 20 years.