Meet Our Team
Carol Ladbrook - Service Administrator
Carol's primary responsibilities is to set up new accounts and process investment transactions on behalf of our clients.
These include both purchases of new investments, redemptions of existing holdings, and switches between investments.
In addition, form and document preparation are also her responsibilities, as well as solving administrative problems and errors that periodically arise. All account inquiries should be directed to Carol.
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Disclaimer: The information contained herein is for ON, QC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.