Shalene joined Investment Planning Counsel in September of 2014. Her professional interpersonal skills make her relationships with clients a comfortable experience. As part of the financial administrative team she puts client’s concerns and inquiries top priority and handles all initial enquiries and direct calls to the appropriate department. She ensures paperwork and the processing of trades is done efficiently and is responsible for the monthly office expenses. Also renders administrative support to three other financial advisors in the office. With a keen interest in the industry, she is pursuing the appropriate courses to build a career in the financial industry. In addition to her work, she is a proud mother of three kids and in her not too much spare time, she enjoys dancing and cooking.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.