With previous experience as an advisor at major financial institutions, Effie brings a strong understanding of client relations and financial services to her role. A gifted problem-solver, Effie provides administrative support to ensure smooth day-to-day operations within our team. Her organizational skills and attention to detail allow her to manage our processes efficiently, ensuring a high level of service for both clients and the team. Proficient in Mandarin and English, Effie communicates effectively with clients, ensuring their needs are met with clarity and professionalism.
A graduate of the University of Toronto, Effie holds a Bachelor of Arts, International Development Studies and Economics. She has also completed the Canadian Securities Course, Investment Funds in Canada and Financial Planning courses.
Away from work, Effie enjoys spending time with her boyfriend, friends, and family, exploring new restaurants, watching movies, and baking. She is also an avid reader, especially drawn to novels, which brings creativity and inspiration to her life.
