Our Team

Belle has worked in the operational side of the financial industry for almost her entire career and can easily lay claim to the statement that she’s "seen it all".

With each change to legislation, regulation and product enhancement, Belle has been behind the scenes dotting every “i” and crossing every “t” to make sure that clients and advisors experience seamless transactions. Her in-depth knowledge of the systems, processes and protocols of financial administration make her an outstanding addition to for both our office and our valued clients.