Jingling assists Betty-Anne in her work with individuals, couples, families and small businesses & corporations. She plays an integral role in our financial life planning process by preparing reports for; retirement, education, tax, estate and inheritance planning. In addition to performing day to day administrative operations as a licensed Assistant, she has a strong commitment to customer service & satisfaction. She also has an exceptional ability to handle client’s requests for information and is well known for her exemplary problem resolution skills.
She is responsible for comprehensive office management including extensive advisor support, tracking and managing compliance updates, serving as lead contact for audits and compliance requests.
She is comfortable working proactively in a fast-paced, regulated environment, and possesses an outstanding ability to multitask and exceptional attention to detail.
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.