Cathy MacDonald

Client Liason Specialist at Mandeville Private Client Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, Ontario, Canada, CA
Skills

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Bio

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Experience

  • Mandeville Private Client Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Client Liason Specialist
      • Dec 2016 - Present

      Working jointly with my partner, Jason Chanyi, to meet our client's objectives, to ensure their individual goals are attainable.

  • HollisWealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor
      • Oct 1999 - Present

      Cathy works with her clients to ensure their individual goals are attainable, implementing a plan to meet their objectives. Each client is unique and setting up a strategy that works for each of them is her goal, assisting them to financial independence.

  • RBC
    • France
    • Design Services
    • 1 - 100 Employee
    • Personal Bank
      • May 1978 - Oct 1999

      Loans, Mortgages, Investment Advisory,

Education

  • Valley Heights & Fanshawe College
    1972 - 1978

Community

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