Address: 1-229 Baker Street
Waterloo, Ontario N2T 2R4 Languages: English Phone: 519-585-0186 Email: [email protected] |
Elaine Mortensen, RRC*
BPW KW Treasurer I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
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Mary Dollar, Marketing Associate
After spending time caring for her family, Mary is working as a Marketing Associate in Financial Services. Mary is a self-motivated professional with a consistent record of exceeding objectives. She provides client relationship management, marketing support and data management expertise to the practice. Currently, Mary is seeking a new employment opportunity in Financial Services and Insurance, a technology-related field, or in a brand-new area entirely. Opportunities that would be of interest to Mary include project/program coordination, client management/engagement, marketing support, accounting/finance and business planning. Mary is happy to consider full-time, part-time or contract positions. |
Amy Phillips, Administrator
Relatively new to the financial industry, I provide Clients and Advisers with Administrative and Technical support. I enjoy working within a supportive team, providing a friendly and pleasant work environment. I am an honest and organized Administrator, ensuring the highest standards are consistently met. I am excited to have the opportunity to expand my personal development and professional growth within my new career. |