Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
With a knack for running an efficient office and superior communication skills, Simone McShane brings our team a wealth of administration and customer service experience. Her career spans over 35 years, holding positions with ProEdge Sports Conditioning Ltd. in admin & accounts roles, Suburban Football club and District as club manager, controller at Famous Folks, and office manager at Joseph Howe Family Dentistry. Born and raised in the UK, Simone now calls Nova Scotia home, focusing her time on her children and dogs, where she loves playing sports and walking on the beach. Even with the smallest interactions with Simone, you’ll see that she is kind-hearted and driven to create an exceptional client experience while keeping our team organized. She’s pretty driven outside of the office, too — Simone pushed herself to swim a swimathon and run a marathon even though she didn’t consider herself to be a strong swimmer or runner — she says she couldn’t master the biking for the triathlon (we’ll add, yet)!
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