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UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
British born, Paula has over 16 years experience in the financial sector specializing in client relation/executive assistant role. After completing a business diploma Paula started her career providing administrative support for an Insurance brokerage. She then spent the next ten years at a merchant bank in London, Hambros, where she assisted on the Corporate Finance team liaising with both clients and Government personnel. Since 2012 Paula has been employed by a reputable Estate Planning practitioner here in Calgary serving as the principal liaison between the firm and it valued clients.
Since 2012 Paula has been employed by a reputable Estate Planning practitioner here in Calgary serving as the principal liaison between the firm and it valued clients. Paula quoted ‘It is my goal to firstly provide our clients with an extraordinary experience each and every time and secondly to fully support our team in all planning aspects’.
Prior to settling in Calgary, Paula and her family were afforded the experiences of living in Houston and then back to London before returning to Canada and making this her home. Paula is married and has a son and daughter. Weekends are often spent at the hockey rink supporting her son or cooking and entertaining with friends in their home. Paula and her family are involved in various voluntary organizations with the emphasis on ‘giving back’.
After completing a business diploma Paula started her career providing administrative support for an Insurance brokerage. She then spent the next ten years at a merchant bank in London, Hambros, where she assisted on the Corporate Finance team liaising with both clients and Government personnel.
Her strengths include building relationships and providing outstanding client service with the focus on listening to clients, anticipating their needs and to become their personal financial concierge.
Paula is married and has a son and daughter. Weekends are often spent at the hockey rink supporting her son or cooking and entertaining with friends in their home. Paula and her family are involved in various voluntary organizations with the emphasis on ‘giving back’.
Paula quoted ‘It is my goal to firstly provide our clients with an extraordinary experience each and every time and secondly to fully support our team in all planning aspects’.
Prior to settling in Calgary, Paula and her family were afforded the experiences of living in Houston and then back to London before returning to Canada and making this her home.