Erin manages the team's client service delivery process to ensure client communication commitments and portfolio administration are executed in a timely and accurate fashion. She is the liaison with RBC's Wealth Management specialists and ensures that the full resources and capabilities of that group are applied to develop comprehensive, tax-efficient strategies for the team's clients. Erin also assists Fred with various activities related to Portfolio Advisory services and developing enhanced client service initiatives.
Erin holds a Bachelor of Arts with a major in communications and minor in history. Having completed the Wealth Management Essentials course through the Canadian Securities Institute, she is working towards her financial planning designation.
Erin has worked with wealth management advisory groups on both the east and west coasts of Canada. She brings a creative spark to the team, as well as the valuable experience she gained working within those teams, and is dedicated to ensuring we deliver upon our commitment to excellence.