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Monica Campbell, AAMS®

Monica Campbell, AAMS®

Asset Management Assistant

Monica enjoys supporting clients and sharing her passion for finance with new investors. She also provides administrative support to our financial professionals and plays a key role in business development initiatives. After graduating in 2016, with a Bachelor of Applied Science (BASc) focused in Business Administration, she worked in the digital marketing field optimizing client accounts, managing spending budgets and providing a high level of service to the department. Monica has always had a passion for Finance and Accounting, which is why she decided to make the switch from Marketing Analytics to Finance. Since moving her focus to finance, Monica provides back office support to assist with risk profile reviews to help ensure clients are invested according to their risk profile and to help identify when portfolio allocations may need re-balanced. Monica is currently studying for her series 7 & 66 exams and meets with Portfolio Managers regularly to stay educated on new product offerings.