Phyllis is well known as the voice that greets you when calling the firm or welcoming you for an in-person consultation. As the firm’s Executive Assistant she is in charge of managing the day to day office/administrative duties for the entire staff, scheduling meetings, along with an array of essential support services helping to ensure the firm’s activities take place as planned.
I draw energy from my family, friends and co-workers here at Beauport Financial Services For me, everyday is a learning experience. Being a part of a financial planning firm that helps clients achieve their goals is both fulfilling and satisfying to me. It’s a good feeling to know that we as a team contribute to the confidence of others.