Brandi Wales

Client Service Executive

Brandi joined our office in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides administrative and client service support. She is a graduate of St. Lawrence College, Office Administration.  Brandi has successfully completed the "Canadian Investment Funds Operations Course" (mutual fund administration), and the "Canadian Investment Funds Course" (mutual funds licensing exam).  Brandi brings over 18 years of experience in customer service and administration to our office.  Prior to joining our office in 2006 she was employed by a major national corporation where she trained, supervised, and provided team support to new customer service agents.