Michelle has over 20 years experience in the financial industry and is responsible for supporting the Portfolio Manager, Claude Bertrand, working as a team to develop and maintain close-knit, long-term confidential client relationships.
Michelle provides day-to-day operational and sales support functionality with the Private Client centre and will act as an alternate point of contact in Claude's absence. An exceptional client experience is sought at every client interaction and is demonstrated by seeking to surpass service standards at all points of contact with you.
