Don’t forget to make your 2019 TFSA contribution! Here is a quick reference to help you catch up! Read more
Manager of Operations
Barbara brings over 30 years of administrative experience, the past 12 years specifically in the Financial Services sector. She is responsible for ensuring that we are currently providing our valued clients with an exceptional experience when working with us, as well as continuously looking for ways to improve the operations for the benefit of both clients and staff. On Barbara’s free time, she enjoys attending live plays with friends at the community Sudbury Theatre Center.
Barbara also volunteers at the community Soup Sister’s Organization. Once a month a group of men and women get together and prepare 4 large industrial sized pots of homemade soup that is then packaged and delivered to the Sudbury Women’s Shelter.
Barb will take over many of the management functions that Susan Nardi has primarily been responsible for in the past, in order for Susan to take a bigger role in the Financial Divorce Specialist offering of the practice.
We look forward to continuing to grow to be the primary choice of providers for all your Financial Planning needs!