As an Administrative Assistant, Brett is a key member of our team and manages a variety of administrative responsibilities to keep our operation running smoothly. His day-to-day activities include supporting the team in the efficient management of accounts and documentation, assisting in preparation for client reviews and presentations and monitoring pending transfers.
A graduate of Mount Royal University, Brett has a Bachelor of Business Administration in finance. He is currently in the process of completing the Canadian Securities Course (CSC), after which he will also assist with portfolio rebalancing and the execution of trades. Prior to joining our team, Brett worked with another advisory group at RBC Dominion Securities in Lethbridge for a summer.
In his spare time, Brett can often be found on the golf course with family and friends, or visiting the mountains, where he enjoys partaking in just about any outdoor activity.