Cindy joined TriDelta Financial, as the Office Manager, in the Fall of 2016, supporting our Wealth Advisors, and most importantly our clients.
Having completed several highly recognized industry related courses, obtaining designations such as the Fellow, Life Management (FLMI) designation and the Canadian Investments Fund Course, her knowledge, experience, and passion for client service, are apparent in her role.
Cindy handles a broad range of duties, ensuring the smooth operation of our Oakville Branch.
In her spare time, she enjoys spending time with her family and hiking with the family dogs.
Contact Cindy today at (905) 901-3429 or email at email@example.com.