OFFICE ADMINISTRATOR

LICENSED ADVISOR

MEMBER OF IFB OF CANADA

Having been the firm’s office administrator since 2001, Simone knows what it means to work diligently to make our advanced planning operations run smoothly. You’ll see this in how she establishes and then implements your plan for your well-being.

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Clients find her friendly and engaging which may be because of the deep connections she has with a large, extended family.

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When away from servicing your accounts, Simone explores the arts of calligraphy and sketching, the outdoors, and the rewards that come from caring for her two pets Teddy & Charlie.