Sunday, February 05, 2012

OUR CLIENT CARE TEAM: Tanya | Carol | Laurie | Debra | Sue | Wanda | Jamie

Tanya Cahill
Client Service Representative
London Office

Tanya joined the Selectpath Team in 1999 with a background in the hospitality industry. Tanya is highly organized, focused and detail oriented. She provides support and technical skills in managing all facets of client and administrative service. Tanya's primary focus is marketing and advanced case preparation. She holds a Mutual Fund Registration as an Investment Assistant of Manulife Securities and a Life and Disability Insurance License.

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Carol Malo
Client Service Representative
Southwest London Office

Carol joined Dave Brady, C.A. CFP. in 2006 to provide client service for Selectpath clients. She has several years experience in the banking industry and has worked in client care with independent financial advisors in Brantford, Thunder Bay and Oakville. She holds a Mutual Fund Registration sponsored by Manulife Securities, and as part of the Selectpath team, provides technical and administrative support to Dave, and timely and accurate service to his clients.

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Laurie McKillop, ACS, AIAA
Client Service Representative
London Office

Laurie has worked in the financial services industry since 1989 and joined the Selectpath Team in 2005. She is responsible for all client service administration and ensures you receive timely and accurate answers to your questions and inquiries. Through her experience and knowledge Laurie is an enthusiastic and conscientious associate and enjoys working with our advisors and their clients, to aid in achieving their insurance and financial goals. Laurie holds a Mutual Fund and LabourSponsored Fund Registration as an Investment Assistant of Manulife Securities Investment Services Inc. Prior to joining Selectpath, she spent 4 years as Mutual Fund Branch Manager at a leading Canadian Mutual Fund Dealership.

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Debra Passingham
Client Service Representative
Sarnia Office

Debra has worked in the financial services industry for over 35 years. Her extensive experience includes 21 years with two of Canada's largest banks and several years with different Investment Companies. She has over five years experience in her current role greeting and receiving clients in our Sarnia office and assisting advisors and clients with their service needs. Debra brings to Selectpath years of customer serviceknowledge and operational skills.

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Sue Rowe
Client Service Representative
Sarnia Office

 

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Wanda Walsh-Richard
Client Service Representative
Sarnia Office

Wanda has worked in the financial services industry for 23 years. She began her career as a Marketing Assistant with Manulife Financial which allowed her to become familiar with all aspects of client service. Subsequently, she joined Robert (Bob) Rowe, CFP CLU, and was instrumental in assisting Bob to succeed in building one of the largest financial services practices in Ontario. Since 2007 when she, Bob and the Sarnia team joined Selectpath, Wanda continues to specialize in exemplary client service as demonstrated by the fact that she has worked with some of our clients since her start twenty three years ago. She holds a Life & Disability License and has a Mutual Fund registration as an Investment Assistant of Manulife Securities Investment Services Inc.

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Jamie Stiles, LLB, CGA
Controller
London Office

Jamie joined Selectpath in 2002 after several years as an instructor teaching business, accounting and law at Fanshawe College and the University of Western Ontario. At the time he had over twenty years experience in accounting, corporate audit, credit cards and management working for a number of private companies as well as twelve years with a major Canadian bank with a reputation for outstanding customer service. As a member of the executive, Jamie is responsible for the day to day operations of the firm including finance, accounting, human resources, legal matters and technology. He brings seasoned judgment to the role along with hands on problem solving and management. He is a current member in good standing with the CGA Association of Ontario as well as assisting various not-for-profit organizations and a past member of the Law Society of Upper Canada.

Degrees
Bachelor of Laws, University of Western Ontario
Certified General Accountant, CGA Association of Ontario

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