As an Associate Advisor, Una works alongside Lara as a co-pilot in overseeing day to day operations client relationships, scheduling and administration.
Una harnesses her expert knowledge and 14 years’ experience in the industry to help Lara provide a highly personalize and comprehensive range of services to help you build and protect your wealth.
Una will be your point of contact for coordinating many aspects of the wealth management process of our business. This includes the scheduling and follow-up for financial planning, tax questions and trading inquiries. Una can assist you with the setup or change of RRIF payments, RESP withdrawals and to request any income payments to bank accounts.
Outside interests include volunteering for Victim Services and the Finance committee for the Diocese of Victoria. The majority of her time spent hustling her kids around to soccer fields, hockey games and gymnastic.