Senior Portfolio Administrator
An integral part of the Operational Platform, Peggy manages investment operations and provides operational support to the firm's wealth management and portfolio management activities. This includes overseeing the daily reconciliation of client accounts, executing trades, answering client and team questions, and validating performance calculations. In addition, she is actively involved in providing an excellent client experience.
Having built her career in the family office and wealth management industry, Peggy is a seasoned professional with over twenty years of experience. She has strong analytical and problem-solving skills, strong attention to detail, excellent time management and a strong client focus. Peggy also holds a Bachelor of Commerce degree in Finance from McGill University.