Meet Our Team
Tel: 905.876.0120 (Ext. 114)
Jean Ann is Lou’s full-time administrative assistant. She oversees all client account activities including setting up and monitoring client accounts, processing orders, arranging appointments, as well as managing Lou’s schedule.
She is a strategic member of our team, and our clients have come to appreciate her diligent work ethic, pleasing telephone manner and dedication to providing first class service.
Whenever any client has an inquiry concerning their accounts or statements, Jean Ann is ready to assist in any way she can. She works hard to ensure that each client receives the highest level of care when it comes to their account changes, investments statements, and all other services that we provide.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.