New Faces in our office

November 14, 2017

As our business grows and as my long time and beloved assistant Nancy’s retirement looms, we have been adding to our support staff and you may be getting emails or calls from a few new people.

Kam Yuen comes to us from another financial planning firm with over 15 years experience in the industry and having completed his compliance licensing. Don’t allow his quiet demeanor throw you, he knows his stuff and has learned our systems quickly. He makes sure we complete our documentation correctly.

Sarah McCallum is coming back to financial services having spent a few years with Sun Life and then in administration with non-profit company. We are giving her time and a lot of training to get her up to speed. You will most likely be hearing her voice when you call reception.

Nickie Anderson has moved to part time and is in two days a week – typically Tuesdays and Thursdays. Nancy Penk started working with me in 1997 and her husband retired a year or so ago so is now on half days and will be until April – maybe May?? She needs to get used to not doing anything all day – personally, I don’t think she can.