Patricia is the Executive Assistant to Richard Kizell and assists in the development of financial plans and administering client portfolios. Patricia assists our Financial Planners by providing support services and expertise in fund administration. Patricia is in continuous communication with Fund Companies. She brings a strong background in the financial planning field. Her sound judgment and decision making and problem solving skills are a great asset.

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Theresa brings great strengths to our Customer Service Team. She's a graduate of St. Lawrence College, ECE and holds a Microcomputer Business Applications Diploma and has successfully completed the Canadian Operations course to further her knowledge of Mutual funds.

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Gail Ramsay joined us in the fall of 2001 as our Kingston office expanded our administration team. Gail brings years of customer service expertise to our operation. Gail is available to assist clients and looks forward to the opportunity of meeting you in our downtown Kingston office.

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Brandi Wales joined our team in April of 2006. Brandi provides our planners with administrative and client service support. She is a graduate of St. Lawrence College, Office Administration. Brandi brings seven years of experience in customer service and administration to our office. During those years she was employed by a major national corporation where she trained, supervised, and provided team support to new customer service agents. She is always available to assist clients and looks forward to meeting you.

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