Patricia Valente
Executive Assistant, Branch Manager
Patricia Valente joined Richard Kizell over 13 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Patricia has successfully completed the “Canadian Investment Funds Operations Course” (mutual fund administration), the “Canadian Investment Funds Course” (mutual funds licensing exam), as well as the “Branch Managers’ Course” all offered by the Investment Funds Institute of Canada. Please feel free to contact Patricia at any time with your questions and concerns or comments regarding our client and financial services.
Brandi Wales
Executive Assistant
Brandi Wales joined our team in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides the financial planners with administrative and client service support. She is a graduate of St. Lawrence College, Office Administration. Brandi brings seven years of experience in customer service and administration to our office. During those years she was employed by a major national corporation where she trained, supervised, and provided team support to new customer service agents.
Elisabeth Valente
Financial Services Assistant
Elisabeth joined our team in May of 2010. Elisabeth provides the financial planners with administrative and client service support. Elisabeth is a graduate of Bishop’s University and also holds a Graduate degree from Ryerson University. Elisabeth brings six years of experience in customer service and administration to our office. During the past few years she was employed by a major financial institution where she provided excellent customer service and team support and is now happy to provide the same services to the Independent Planning Group team and clients.
Kate Turcotte
Client Service Representative
Kate is responsible for assisting and greeting our clients, while providing first-rate customer service when answering all incoming calls. Kate also assists in the day-to-day running of the administrative operations and is ready to assist you with your administrative questions.
