Director of Client Services
Judy is the Director of Client Services and plays a crucial role in the smooth functioning of the firm. She adds value for clients by exceeding their expectations and creating a company culture that puts our firm a step above the rest. Her responsibilities include overseeing client relations and service, with a focus on ensuring clients have a positive experience. She effectively manages the office and the team’s day to day administrative details.
In addition, Judy is also a registered representative, which enables her to work closely with clients. She is involved in the preparation of paperwork, maintaining the company database, preparing client reports, as well as implementing office procedures to ensure the office runs efficiently. She prides herself on providing exceptional and personal client service.
Judy enjoys keeping active through daily exercise workouts such as cardio, weight training and enjoying scenic walks in her community. She also enjoys spending time with her children and helping them achieve their own personal goals.