Miriam De Angelis

Senior Client Services Associate

Miriam joined the firm in 2007, bringing with her 10 years of financial services experience in both the retail and institutional sectors. In addition to other administrative duties, she assists with new account openings and monitors client investment objectives to ensure compliance documents are up to date.

Miriam has completed the Canadian Securities Course with CSI Global Education.

In the world of business, the people who are most successful are those who are doing what they love.

– Warren Buffett