Teresa provides the team with office management and administrative skills gained during her 17 years with a major Canadian bank and also assists with bookkeeping and accounting services, filling a vital role in the running of any small business.
Well known for her attention to detail, Teresa shares responsibility for many quality control aspects of the business, ensuring that back office functions are executed efficiently and accurately. Quality control includes reviewing all trades, as well as auditing all fees and commissions charged to client accounts.
Teresa will continue to provide all of these essential services in the expanded Watermark Stone Wealth office.
Outside the office, Teresa enjoys reading, spending time with her adult children (especially travelling on family vacations) and taking the occasional dance class.