Meet Our Team
Shirley Doyle - Executive Assistant to Greg Planche
Shirley is responsible for ensuring that all transactions you authorize are completed accurately and in a timely manner. This requires close monitoring and frequent follow-up to ensure accuracy of client statements, which clients receive quarterly.
Before joining Greg's Team, I spent eleven years in Client Services with a major International Mutual Fund Company, so this experience should enable me to answer any questions of an administrative nature.
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Disclaimer: The information contained herein is for AB, QC, ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.