With more than six years of experience in the financial industry, Ashleigh has been an integral part of our team since 2022. Ashleigh provides exceptional support to our clients and team by managing our practice’s administration needs, including executing trades, providing account documentation, establishing review meetings, and developing reports and documents to keep clients informed.
Prior to her current role, Ashleigh worked as a Client Advisor at RBC, where she supported individual financial needs. She later transitioned into an Associate service role at RBC Dominion Securities before joining our team.
Ashleigh holds a Bachelor of Arts (Honours) degree in Tourism and Environmental Studies from Brock University, and completed the International Business Management Program at Niagara College. When not at work Ashleigh enjoys spending time with friends and family, visiting local bake shops, perusing garden centres, and traveling the globe.