My primary role at Investment Planning Counsel, Royal Oak, is to ensure you feel welcome and comfortable when you visit or call our office. With over 15 years of customer service experience in the financial services industry, delivering friendly and efficient client support continues to be my priority.
I will be your first point of contact for any comments, questions or items you wish to address.
Please feel welcome to contact me to book an appointment, to request duplicate forms or to set up online access to your Personal Financial Website.
Client Relationship Manager
Investment Planning Counsel
The Royal Oak Team