Wealth Planning Coordinator
Never lose sight of the fact that the most important yardstick of your success will be how you treat other people — your family, friends, and coworkers, and even strangers you meet along the way.
As Wealth Planning Coordinator, Kaire Hartley is an integral part of the team as the main point of contact in the wealth planning process.
Kaire is responsible for requesting information, gathering documentation, organizing Wealth Planning events/learning sessions/meetings and providing administrative support to the team.
In her previous role, Kaire Hartley was part of the Economics team as a Senior Executive Assistant to David Rosenberg. Prior to joining Gluskin Sheff in 2019, Kaire worked as an Executive Assistant at Voorheis & Co LLP, VWK Capital Management Inc. and North York General Hospital.
What are your favourite books to recommend?
Any book by Brene Brown – Daring Greatly, The Gifts of Imperfection, Dare to Lead, Rising Strong, Braving the Wilderness
If you had an entirely different career, what would it be?
I would own a bake shop/café
What is your favourite place in the world?
Contact DetailsEmail email@example.com
- Diploma in Health Services, George Brown College
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