Client Care Administrator

Rachel O'Donnell

Rachel is a new team member that joined us in June 2019 as a client care administrator. Rachel helps coordinate client meetings, responds to client queries and helps manage the office. She is a recent graduate from Western university with a degree in financial economics. Rachel is eager to learn more about the financial planning industry as she sees it as a potential career path.
Rachel’s interests include figure skating, ringette, and baking. She also enjoys spending time with her friends and family.