Laurie Laplante
Senior Wealth Advisor
Jennifer Spinozzi
Wealth Advisor
Shelby Skerrett, F.Pl.
Wealth Advisor
Dimitra Christeas, CPA, CA
Accountant
Meropy Sakalis
Client Relationship Coordinator
Vanessa Kassie
Service Assistant
Vanessa started her career in the backing sector where she held various roles with some of Canada’s largest financial institutions. Seeking a new challenge, she transitioned to property management, refining her skills as an executive assistant to the CEO. Now back in finance, Vanessa seamlessly integrates her diverse expertise to benefit our team.
Vanessa joined us in 2023 as a Service Assistant, swiftly becoming an integral part of our operations. Her responsibilities are varied from handling financial transactions to contributing to our marketing initiatives. Vanessa's expertise, meticulous attention to detail, and adaptability make her a valuable asset, ensuring the smooth execution of tasks and projects within the team.
Outside of work, she enjoys immersing herself in books, podcasts and personal development.
Leave a Note
Please fill out the form below