Amanda became a member of the team in 2017, bringing with her several years of valuable experience in the financial services industry, including administrative support in an Investment Counsel firm providing both retail and institutional services.
Amanda’s detailed knowledge and experience with the recently adopted client management and trading systems proved invaluable during a difficult transition period. Amanda continues to take a leading role in working with document completion and other key administrative tasks.
Demonstrating a desire to continually learn and improve, Amanda has recently begun to focus on providing increased administrative support to the life and disability insurance segment of the business.
Amanda enjoys dealing directly with both head office and clients, and has quickly become a dependable and valuable source of support for the Investment Advisors and Portfolio Managers at Watermark Stone Wealth.
Outside the office, Amanda enjoys watching movies, party planning and spending time with family at the cottage.