Nancy McParlan

Client Care Manager

As a Client Service Specialist, Nancy brings 20+ years of customer service experience, with the past 11 years focused on the financial services industry.

Nancy is responsible for communications with clients, head office and external institutions and provides a personal connection with clients upon entering the office. Her engaging and friendly disposition will welcome you to my new office. Her positive spirit is a great asset to our team.

Nancy enjoys spending time with family, including her beautiful daughter Chloe.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.