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Marylou is a Financial Advisor and a Certified Cash Flow Specialist (CCS™) and joined Tina’s team as an associate advisor in September 2018. She provides her clients with strategies and a written plan for managing their cash flow to create wealth at all stages of their lives and effectively plan for the future.
Marylou is a trilingual entrepreneur who was for many years active in the educational field and successfully transitioned to Financial Services. She knows the challenges of running a profitable business, minimizing taxes, converting dividends to personal wealth, and dealing with risk and return.
905-707-5220 ext. 28 | email@example.com
Senior Administrative Assistant
As the Richmond Hill branch’s senior administrative assistant, since 2001, Megan has been looking after all administrative aspects of clients’ accounts, from processing trades to preparing the paperwork for new and existing accounts and preparing packages for client meetings. As a senior staff member, Megan also assists in training new members to ensure the integrity and efficiency of business operations.
Prior to joining Tina’s team, Megan had worked for over a decade in global banking and finance. She holds a Bachelor of Arts degree and has successfully completed the mutual funds operations course and the LLQP course for qualifying for a life insurance license. She is also currently enrolled in the Canadian Securities Course.
Megan takes pride in providing superior customer service to our clients. In her spare time, she enjoys sports, photography, nature and travelling.
905-707-5220 ext. 31 | firstname.lastname@example.org
Investment Services Associate
With extensive experience in office administration in the private, public, and non-profit sectors, Fiony has been with Assante’s Richmond Hill branch since 2015. She is responsible for handling all client service tasks, including processing trades, updating account information, and preparing packages for client meetings. She also coordinates major events and seminars, keeps track of compliance for marketing materials, coordinates the training of new team members, and manages the back end of Tina’s website.
Fiony has successfully completed the mutual funds operation course and the Canadian Securities Course. She enjoys reading, hiking, travelling, and making healthy dishes for her family. Her passion is to promote healthy living and protect the environment to better the world we live in.
905-707-5220 ext. 32 | email@example.com
As the receptionist at the Richmond Hill branch, Sabine is the first point of contact for our clients. She is also an administrative assistant and is responsible for a wide variety of administrative tasks. Sabine has over thirty years of experience in the financial sector and brings with her many years of experience in client service. One of her biggest passions in life is helping others, which makes her a great fit for Tina’s team. Sabine helps in the Girl Guide of Canada organization with special meetings for the girls and leaders of the 614th Units. She also helps with the North York Hockey league, as a door person at the games during their hockey season. In her leisure, she likes to go camping. She likes to do hand crafts - embroidery and crochet projects as well as reading.
905-707-5220 ext. 21 | firstname.lastname@example.org
Melanie is Marylou’s administrative assistant. She holds an Honours Bachelor of Arts degree in Political Science from York University and a Paralegal Diploma from Centennial College. Prior to joining Assante, she had been involved with various projects in the financial services and land development industries. Melanie has travelled extensively and enjoys volunteering at a retirement home in her free time.
905-707-5220 ext. 33 |email@example.com