I lead the finance operations, and business integrity corporate functions at CWBTS. This includes building and maintaining robust finance, compliance, and risk practices, with overall responsibility for driving efficiencies and exceptional results for our clients, investors and people. Our work involves collaborating with leaders and partners to drive exceptional operational effectiveness and client focus that aligns with organizational goals and strategic objectives. A key focus is to develop, drive and implement a relationship focused, high-performance, people first operational service culture based on integrity, accountability, diversity, and respect.

I lead CWBTS Relationship and Client Service functions with overall responsibility for ensuring our clients have the best experience and are completely satisfied with our service delivery. To accomplish this we work together with our clients and CWBTS teams to deliver proactive and consistent client service and build enduring relationships with our client partners. We consistently build our team to listen, advocate and respond to our clients with meaningful commitments to support them in driving their business forward. Our team manages the entire client relationship from onboarding through to providing regulatory updates and the ongoing service delivery. We also link our clients to other parts of our organization or other partners to help them meet all of their business requirements.

I head up CWBTS’ Relationship and Client Service functions with overall responsibility for ensuring our clients have the best experience and are completely satisfied with our service delivery. To accomplish this I work together with our clients and CWBTS teams to deliver proactive and consistent client service and build enduring relationships with our client partners. I work with the team to listen, advocate and respond to our clients with meaningful commitments to support them in driving their business forward. My team and I manage the entire client relationship from onboarding through to providing regulatory updates and the ongoing service delivery. We also link our clients to other parts of our organization or other partners to help them meet all of their business requirements.

A dedicated, entrepreneurial, responsive, client-focused business development professional with solid, pension and asset services expertise. Skilled at combining industry, product and regulatory knowledge to provide clients with tailored advice, insights and solutions, enabling them to achieve their objectives amidst challenging market conditions. Exceptional interpersonal skills, strong initiative and a passion for excellence.

As Manager, Global Client Coverage at RBC Investor Services, one of the world`s top global custodians and leading Canadian provider of pension, fund administration, investment counsellor, and treasury services, I own the our client's overall relationship which involves: Building strategic partnerships with my portfolio of clients, and key relationships with internal and external stakeholders; including auditors, consultants, investment managers, regulators, CRA, legal and other third parties. Supporting the Global Client Coverage team in gaining insight into clients’ strategic plans to identify opportunities to support and enhance their business objectives and results.Drawing on the expertise of industry thought leaders as well as the intelligence of RBC I&TS to remain knowledgeable on all regulatory, product and economic developments that may affect our clients.Proactively communicating feedback on product functionality and future trends to Directors, to ensure RBC I&TS’ asset servicing solutions remain agile and competitive.

• Built strong enduring relationship with clients and internal coworkers• Received high service ratings as measured by client surveys • Built strong partnerships with clients, investment managers, consultants, auditors and key internal stakeholders by providing exceptional service and prompt responses to information requests• Provided leadership and support to team on Tax, IFRS, and technology projects • Improved procedures to minimize risk, improve processing, & ensure business continuity• Recognized for taking ownership and proactively coordinating transitions