Connie is passionate about accuracy. An original member of The Tower Group since 1998, Connie brings over 20 years of investment industry experience to the team. A fiercely loyal individual, Connie’s strengths lie in her diligent work ethic, meticulous attention to detail, and ensuring all client transactions comply with their risk tolerance, goals and timelines.
Focused on processing client investment transactions, Connie manages deposit and withdrawal forms, and coordinates RESP transactions for clients and their children’s schools.
Connie graduated from the University of Calgary’s Haskayne School of Business with a Bachelors of Commerce degree, and has successfully completed the Canadian Securities Course. She continues to expand her educational background by regularly attending seminars to compliment her financial knowledge.
Connie was born in Hong Kong and has called Calgary home for 22 years. Her favorite pastimes include spending time with her family, venturing out to the mountains and camping.