As an Associate Investment Advisor, I provide dedicated support to our Senior Investment Advisor, Gillian by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process.
