Associate, Client Wealth Management
As an Associate on the Client Wealth Management team, Holly is the first point of contact in our client relationships.
Prior to joining Gluskin Sheff in 2019, she held associate and assistant positions at various wealth management firms.
EDUCATION & TRAINING
- Investment Representative Training
- Wealth Management Essentials (WME)
- Canadian Securities Course (CSC®)
- Conduct and Practices Handbook (CPH)
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