Keomi Grad

Client Service Assistant

Ph: 780.328.2562 - Ext. 102
Fax: 780.328.2568

Keomi is dedicated to being the primary contact for client service requests as well as being an integral part of the financial planning process.

She works in conjunction with our team of Certified Financial Planners to meet the needs of high-net worth individuals, successful professionals, business owners and retirees who are serious about their financial future. In keeping with our dedication to providing our clients with the best service possible, you may contact Keomi with any issues regarding transactions, progress report bookings and any client communications from our office.

Keomi understands that alongside your written financial plan, there should be a trusting relationship with a competent and caring team of professionals who will always place your needs first. She has a great deal of experience in the client services field as well as a genuine interest in people. Clients appreciate her enthusiasm and dedication to providing exceptional service at all times.

Click here to see what services we have to offer.