Patricia works alongside Katia Di Perna to provide administrative support to the team and great service to our clients.
She is responsible for answering your questions regarding transfers, contributions and withdrawals from registered accounts. She also takes care of the process regarding account opening, address changes and providing online access to view accounts including any questions to do with navigating the website. During tax season, Patricia is available to communicate with you or your accountant to ensure the availability of all tax documents related to your accounts with us. Following the death of a loved one, she will assist the liquidators/executors with all the documentation requirements of an estate settlement to help ensure a smooth transition to beneficiaries.
Patricia worked in various roles at one of the major Canadian banks, most recently in the Private Wealth Management division. Her experience enhances our ability to provide great service going forward. Patricia is fully licensed to trade.
Patricia studied psychology at McGill, loves to travel, and is passionate about animals. She also has a keen interest in fine-arts including gallery arts, theatre, and literature.