Meet The Team

Client Service Associate

B Comm.

Kelsie completed her Bachelor of Commerce with a Major in Finance at Dalhousie University. She is responsible for all administrative issues. Outside the office, Kelsie enjoys spending her time outdoors along Nova Scotia's beautiful coastline.

Client Service Associate

Sacha completed his Bachelor of Commerce with a major in Accounting at Dalhousie University. He is responsible for rebalancing, trading, account documentation and other administrative tasks. In his spare time he enjoys hockey and soccer.