I have been working for Paul Fisher at Professional Investments since March 1998 and have been helping his clients reach their personal financial goals.
I was born in Scarborough, Ontario and have been living in the Kingston area since 1982. I am happily married with three sons and five grandchildren.
- book client appointments
- complete all documentation required for each appointment
- keep financial graphs up to date for each client
- correspond and problem solve with each of the Fund Companies and Insurance Companies
- event planner
- triage all client calls