Vanessa Harms joined Roman's team in March 2013. Committed to a high level of client service, her primary role is to ensure accuracy in accepting and placing orders for clients and performing administrative functions related to client accounts, and inquiries.
Vanessa has earned a certificate in Business Administration and has successfully completed the Canadian Securities Course (CSC), Conduct & Practices Handbook course (CPH), the Wealth Management Essentials course (WME) and the Advanced Investment Strategies course (AIS) through the Canadian Securities Institute. In addition, she has recently attended the RBC Dominion Securities Training and Practice Management course- Executing on Wealth Management, to obtain the Associate Wealth Advisor title.
She brings not only administrative skills, but also a positive, cooperative attitude that she has displayed throughout her professional career. She is a highly competent team member who is always prepared to go the extra mile.