Amanda joined our team in 2017, bringing with her several years of valuable experience in the financial services industry. Her background includes providing administrative support in an Investment Counsel firm that offered services to both retail and institutional clients.
Amanda’s detailed knowledge and proficiency with recently adopted client management and trading systems proved invaluable during a challenging transition period. She continues to play a leading role in tasks such as document completion and other key administrative responsibilities.
Exhibiting a steadfast dedication to ongoing professional development, Amanda has recently successfully concluded her Canadian Securities Course, attaining the status of a Licensed Assistant. This accomplishment underscores her unwavering commitment to continuous learning and enhancement within the financial domain.
Amanda finds satisfaction in direct engagement with both head office and clients, quickly establishing herself as a dependable and valuable source of support for our Investment Advisors and Portfolio Managers at Watermark Wealth Management.
Beyond the professional realm, Amanda enjoys leisure activities such as watching movies, party planning, and spending quality time with family at the cottage.
