Meet Our Team
For the 10 years prior to joining our company in 1995, Rosanna worked in the financial services industry for a large Canadian Trust company. She has proven to be an invaluable asset to our team. As the Mutual Fund Administrator and office manager, she is responsible for the effective execution of all mutual fund trades and the administrative functions of the back office.
In addition, she is the contact person for the various fund companies in dealing with all client services issues. Duties also include the training of advisors and staff on updates or additions to our extensive library of computer software programs. The smooth flow of the mutual fund operation has assured both clients and representatives that their requests will be dealt with prompt and accurate detail.
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Disclaimer: The information contained herein is for MB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.