Brenda began her career in the investment industry in 1983 working with a national investment firm. Through her extensive experience and continued education, she has developed a broad knowledge in nearly all areas of the financial services industry. Her areas of expertise include operations, management, client relations and the operational elements needed in the wealth management planning process.
In Brenda’s current role as senior investment associate, she is instrumental in helping clients with all aspects of their day-to-day operational needs. As a key member of the team, Brenda works to provide world-class service for all of the team’s clients. This includes providing creative solutions to the operational challenges often demanded by each client’s unique, and sometimes complex, wealth management needs.
Brenda provides the important “go to” person role by fielding client calls, processing security orders, handling compliance oversight, obtaining necessary forms and paperwork, coordination of needed cross-communication with other professionals (such as accountants and attorneys), annual retirement plan requirements, and trouble-shooting problems when they arise with any of the team’s clients. Brenda’s key strengths are attention to detail, follow-through and “world-class” customer service.
In 2010, Brenda received the RBC Financial Group Award of Excellence, an achievement recognized firm-wide at RBC Wealth Management.
Brenda has passed her Series 7, 9, 10, 63 and 65 exams.