Janet Gilray manages all administrative services for our team. She  is responsible for trade processing, tax support, portfolio rebalancing and compliance, as well as ensuring all clients receive the best possible service experience in all their administrative needs. She also keeps the team focused on pending client actions and supervises the administration team, while supporting the Relationship Managers so they can focus on serving our clients.

Her career in the financial industry began in 1998 as a Fraud Analyst at TD Visa. Five years later, she became a senior associate at one Canada’s largest financial services companies. In 2006, Janet joined our team and she has completed the Canadian Securities Course (CSC).