Head of Wealth Management
April is our Head of Wealth Management Services. She joined the company in 2007 and works to ensure our clients are able to connect with their Consultant as well as access their online account through the Wealth Management System where they can view their investments and portfolio recommendations. April assists our clients with professionalism and ensures they are able to access their account, helping them reset their passwords whenever necessary. April says “I make sure clients are happy by not missing any of their queries to ensure the highest standards of client services.” She helps clients to connect with their advisor as well as access their online account where they can view their investments and portfolio recommendations. She helps clients to set up and access their online accounts, ensures their passwords are working and they receive their quarterly reviews in a timely manner.