Shirley is a valued member of our client support team. Her primary responsibility is assisting with office administration and supporting our Investment Advisors as they update our client files.

Recently retired from a full-time administrative and office career, Shirley wasn’t ready to put her feet up, so she joined our team. She brings years of administration, research and customer service skills to add to our team.

Shirley is a proud mother of a daughter who moved to England a few years ago. Travelling to England regularly for visits is at the top of her list of things to do and enjoy.