Client Services Associate
Meredith joined Evans Investment Counsel in 2018, bringing over 12 years of industry experience with her. She has previously managed all aspects of a Portfolio Managers book of business including trading and all client documentation such as account transfers, client reporting and correspondences.
Meredith has completed her CSC, CPH, PDO, BMC, CCO and received her Investment Dealer Compliance Certificate in 2014 from the Canadian Securities Institute. Her daily responsibilities comprises of fulfilling all client requests and supporting our team of Portfolio Managers.
In the world of business, the people who are most successful are those who are doing what they love.
- Warren Buffett