Meet Our Team
Client Services and Administration Specialist
Ph: 780.328.2562 ext 107
Fax: 780.328.2568
Jill is responsible for contacting clients to book progress report meetings, organizing client events and various important administrative duties within the office relating to client communications.
In keeping with our dedication to providing our clients with the best service possible, you may contact Jill with any issues regarding progress report bookings and any client communications such as our e-newsletter and mailings from the office.
Clients appreciate her enthusiasm and dedication to providing exceptional service at all times. Jill is an integral part of our professional wealth management team.
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Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.