Debra manages our client appreciation, marketing, communication, and events for our clients and business partners. She also provides project management support along with insurance and administration to help our team deliver a world-class wealth planning experience for all of our clients.
Debra’s extensive Canada-wide banking and wealth management experience began over 20 years ago with HSBC Bank Canada and Global Asset Management. Prior to joining the team in 2010, Debra worked at Assante’s Western Regional Head Office for over 8 years as a Business Development Coordinator.
She has completed the Canadian Securities Course (CSC) and also has her life insurance license
Life Outside Of Work:
- Enjoys weight-training, hiking and running around the local trails
- Travelling to experience and learn about new cultures and places