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Client Service

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Managed Assets

Our client service team is dedicated to building outstanding relationships with our clients. Team members ensure accessibility and availability and facilitate ongoing communication.

  1. Paul Hamilton, CFA, Vice President, Managed Assets
  2. Jillian Sumner, CFP, CIM, FCSI, Regional Director, Managed Assets, Eastern Canada
  3. Don Barnett, Regional Director, Managed Assets, B.C. and Alberta
  4. Jessica Helm, Regional Director, Managed Assets, Saskatchewan, Manitoba and Northern Ontario
  5. Luis Chu, CFA, Manager, Inside Sales and Support Analytics, Managed Assets
  6. Laetitia Konan, MBA, Business Development Associate, Managed Assets