Sheila is the backbone of the office, ensuring that the day-to-day operations run as smoothly as possible. With a Bachelor of Arts from the University of New Brunswick and an administrative, information technology and education background, Sheila provides a valuable skillset which compliments the team in countless ways.
For many of our long-term clients, Linda is the first point of contact when calling our office. Her friendly voice answers our phones, she assists with client inquiries, booking appointments and processing paperwork. Her rigorous follow-up ensures that all investment transactions are completed efficiently and accurately.
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.