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 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.
Sally joined our team in 2022 as an Administrative Associate. Originally from Moncton, N.B. Sally embarked on a new journey to move to Halifax in 2017. Sally has always had a soft spot for Halifax since attending St. Mary’s University. In her spare time, you could find her spending time with her 2 adult children and 13-year-old cat. Sally loves travelling and experiencing new things, she’s an avid reader and enjoys refinishing furniture and interior design.