We are pleased to formally introduce you to our newest team members, Judy Derock and Katie Iversen. They both joined our team this May 2021. Please read on to learn more about each of them. Our client services team also includes Sammi Manuel, who has been with us for the past two years. We have included her biography and contact details below.
Katie is well-experienced in both Administration and Customer Service. She has a passion for the financial services industry and cultivating relationships with clients. She is currently assisting Stephen’s clients.
Katie joined our team in May 2021 and is currently working on her Business Administration Diploma, majoring in Finance through NAIT. Previous to joining our firm, she worked as the Branch Administrator for a Truck leasing company for 7 years.
Outside of the office, Katie loves to cook, go to drift racing events, take road trips with her Fiance and their son, do calligraphy, and spend time with family and friends.
Stephen’s clients requiring assistance can contact Katie by email: email@example.com or phone: 780-490-4200 Ext. 104.
Judy’s passion lies in Finance and community, with a background of more than seven years in banking. She started in accounting and operations, and eventually moved into an investment-related role. She is now building her knowledge in finance and client administration through her new role as client services for John’s clients.
Judy has earned her Bachelor of Commerce Degree as well as an Associate’s in Business Management. She joined our firm in May 2021 and is currently working towards her Canadian Securities Course (CSC®).
In her spare time, Judy loves to travel, hike, and go for bike rides with her friends and family.
John’s clients requiring assistance can contact Judy by email: firstname.lastname@example.org or phone 780-490-4200 Ext. 105.
Sammi is an experienced administrator who has found her passion in the financial services industry. She is currently assisting Kelley’s clients as well as taking care of insurance administration for all the firm’s clients.
Sammi has her Diploma in Legal Administration and previously worked at another financial planning firm in Kelowna. After relocating to Edmonton, Sammi joined our team in August 2019.
Outside of the office, Sammi loves to fill her time travelling, snowboarding, and spending time with her family and friends.
Kelley’s clients requiring assistance can reach Sammi by email: email@example.com or by phone: 780-490-4200 Ext. 108.