Our Client Services team is responsible for preparing paperwork and facilitating all client transactions, withdrawals, purchases and much more. They are diligently working hard behind the scenes to keep everything running smoothly; you may even receive an email from them from time to time!

Denise Pero

Client Service Administrator

Denise Pero is our Client Service Administrator, joining our team in September 2018. Denise has been in the financial service industry for over 20 years, having a strong background in investments, banking and accounting. She received a Bachelor of Science from Saint Mary’s University, completed the Certified Financial Planner (CFP) program from the Canadian Institute of Financial Planning and has successfully completed the Canadian Securities course. Denise is fully licensed for mutual funds and securities. Denise is an integral part of our team and facilitates all client transactions, withdrawals, purchases, tracking of funds and works closely with the team in investment related matters. Outside of the office Denise enjoys spending time with her three grown children and likes to travel with her husband.

Beth Duarte

Administrative Associate

Beth Duarte joined our team in 2021. Previously working at our head office in Toronto for 2 ½ years, we're pleased to have her part of our team! Beth grew up in Toronto and attended Sheridan College, where she studied Visual Arts. In her spare time, Beth enjoys cooking, painting, and hiking.

Jane Frost

Administrative Associate

Jane Frost joined our team in 2021. With over 25 years of experience in the financial industry, she’s a great addition to our team! Jane is from Eastern Passage and grew up in Dartmouth. Jane graduated from the Nova Scotia Community College. In her spare time, Jane enjoys reading, taking walks at Shubie Park and spending time with her husband and her four rescue cats.