Our Team

As a Client Service Specialist, Nancy brings 20+ years of customer service experience, with the past 11 years focused on the financial services industry.

Nancy is responsible for communications with clients, head office and external institutions and provides a personal connection with clients upon entering the office. Her engaging and friendly disposition will welcome you to my new office. Her positive spirit is a great asset to our team.

Nancy enjoys spending time with family, including her beautiful daughter Chloe.