Client Service Associate
Andrea has been in the administrative/clerical position since 2017, beginning as an Administrative Assistant for an Insurance Brokerage. Andrea joined our Dutka Wealth Planning Group team in February 2023, and she is enjoying being able to apply her skills in a new industry! Before working in the administrative field, Andrea spent many years as a Mental Health Counsellor.
Andrea is organized, detailed, and enjoys helping others. She loves the work-life balance this career offers as a busy mom of two children and spends most nights at the hockey rink!
If you stopped by the office, you would catch Andrea working hard on all the business processing transactions from maximizing your TFSAs, investing deposits, and organizing withdrawal requests. If you have any account-related administrative or transaction requests, Andrea is your gal! You can reach her at firstname.lastname@example.org or by calling our office at 905-579-7777.