Executive Administration Associate
While Andrew and Jamie are at the leading edge of client meetings and creating the right strategies for building and protecting their financial wealth, Carminda works behind-the-scenes to make sure all the appropriate contracts, agreements, policies and other due diligence is completed efficiently.
Carminda herself is an expert in the financial services sector. She has over 25 years financial industry experience. She started her career in stock ticket reconciliation with Montreal Trust, then moved to RBC and has gained a holistic understanding of the business operations through several back-office roles. She started with Freedom 55 Financial in April 2013 and is an integral part of the BeaconPoint Financial Security team.
Carminda obtained her IFIC license and is engaged in continuing education courses in life insurance and compliance. She also holds a LOMA certificate in compliance with the intention of attaining her AIRC (Associate Insurance Regulatory Compliance) designation.
Getting in Touch with Carminda
Feel free to get in touch with Carminda Ferreira using any of the methods below.