Deanna has always been interested in the wealth and insurance industry. She loves that it’s fast paced with continuous learning opportunities. Clients can feel confident that she is up to speed on the latest processes, procedures, and compliance requirements of this ever-evolving industry.
Deanna’s naturally warm, friendly personality leaves Clients feeling genuinely heard and supported after every interaction. She strives to provide them with a seamless experience from start to finish. Previous roles in customer service and education have left her with exceptional skills in proof reading and attention to detail. Very important for all the paperwork this role requires!
Outside the office, Deanna loves to curl up with her dogs and a good book. She also enjoys spin bike, yoga, outdoor hiking, and travel; Greece is her favourite place!