Rebecca began her career in the investment industry in 1988, having held many roles, Branch Administrator, Investment Retirement Planner, Client Associate before accepting the role as Sales Associate to Portfolio Manager Morris Saad in 2020.
Rebecca has completed the Canadian Securities Course, Conduct and Practices Handbook Course and the Professional Financial Planning course. She fully licensed and maintains all credentials to provide each client with a higher level of client excellence we pride ourselves on.
Rebecca currently resides in Elgin County along with her husband, is an avid reader, enjoys gardening, wine tasting, and spending time with their 2 grown daughters.
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