Jill joined RowanOak Private Wealth Counsel in October 2021 and brings over 12 years’ experience in the financial industry. Her previous roles with RBC Dominion Securities and CIBC Wood Gundy have provided her with extensive knowledge within the banking and financial sectors. Her past positions have allowed her to gain insight and understanding of the holistic approach we take to wealth management.
She has been a resident of Oakville since 1994 and enjoys spending her time with her husband and two daughters. Her hobbies include golf, tennis, reading and staying actively involved in the community. Jill will provide support to assist clients and our team, and she looks forward to building successful and rewarding relationships.
Jill has a Bachelor of Arts in Economics from McMaster University and has successfully completed the Canadian Securities Course.
Responsibilities:
As your RowanOak office manager, Jill plays a vital role in ensuring the seamless operation of the team, efficiency in daily workflows and operational excellence. She is the primary point of contact for all your investment account inquiries. She manages administrative tasks, including processing all transactions (payments and trades), handling new account documentation and updates, while overseeing portfolio review appointment bookings and preparation. Her leadership fosters a well-organized, client-focused high-performing team.
Jill should be called when you have questions on the following items:
- Portfolio review requests
- Any portfolio withdrawal or contribution requests
- Account-related queries or changes
