“Work hard in silence, let your success be your noise.” – Frank Ocean

As the Senior Client Care Specialist at Beauport Financial Services, I am responsible for providing support to the Advisors and serving as the primary point of contact for client requests. Working closely with Serena and Mike, I manage essential day-to-day operations, including account updates, re-registrations, beneficiary changes, and trustee changes.

Since joining Beauport in 2018, I have contributed over 15 years of extensive customer service expertise to our team. I am an integral part of Beauport’s Client Review Process, where I ensure that each client receives thorough attention and care. My background in banking and compliance adds a layer of knowledge, ensuring adherence to regulatory standards and enhancing our service delivery.