With 9 Years experience in the Investment Industry and over 20 years experince in customer service Lily thrives on client satisfaction. She handles day-to-day client support and requests as well as client administrative duties with a smile and eagerness to always put the client first. Daryl and Lily have worked closely together for 9 years and have developed a strong groove in understanding their clients needs and also anticipating what may come next. As your first point of contact Lily will help to take care of your needs and keep you informed each step of the way.
In her spare time she enjoys spending the summer months camping with her husband, kids and 3 tenacious dachshund's. When not camping you will find her in the back yard BBQ'ing entertaining family and friends alike.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
