Elizabeth (Liz) Gougeon Client Service Associate for Joel Cogan team. In her role, Liz oversees all areas of client service, ensuring all service requests are fulfilled in an efficient and timely manner, while managing ongoing, proactive client service processes.Prior to her time, Liz was a Member Services Representative, with a Manitoba’s credit union, where her duties included overseeing the RRSP and Estate departments. There, her focus was primarily in the areas of investments and estates, which included registered and non-registered products, group RRSP plans, pensions, estates and bankruptcies. After 19 years in the financial services banking industry. Liz has expanded her knowledge of investments, insurance, and wealth management. Over time, Liz has proven herself to be a vital member of Joel’s team. Her approachable nature, attention to detail, and wealth of knowledge regarding regulations and requirements within the financial industry are evidenced daily in her work with clients and team members.Liz has a Certificate in Business Administration from Red River Community College. In 2016, Liz completed the Canadian Securities Course and Compliance and Procedures Handbook and is now a Registered Representative with Manulife Securities Incorporated. A lifelong learner, Liz continues to expand her knowledge and understanding of the wealth management process and is committed to staying abreast of ever-changing securities legislation.Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc.