Mutual Fund Advisor Assistant – Manulife Securities Investment Services Inc.
Executive Assistant - 123Retire
Melanie owns the friendly voice you hear when you call our office. Her attitude has been a welcome addition to our team.
More than that, she keeps this organization operational on a day-to-day basis. Over the years, her knowledge has become extensive.
Since joining the firm, she’s proven to be able to fix most problems, both internal and external, in a timely and professional manner.
Prior to joining us, Melanie worked in tech support for 5 years. That experience makes her especially good at handling questions posed by Robert and, of course, his clients. Incidentally, she’s also bilingual.
As you would expect, Melanie is mutual funds licensed; however, under the terms of her licence, she is not allowed to solicit trades. Nevertheless, she is more than capable of helping clients with their issues and of course, she can process their trade requests.
On a related matter, once we learned that Melanie always wanted to join the RCMP, albeit as a K9 officer, we quickly appointed her to be our Compliance Officer. We can confirm that she’s taken this appointment to heart.
When she’s not working with Robert, Melanie runs her own version of Uber. With two boys in hockey, she is always on the road or in cold arenas cheering them on. She also sells tickets, works bingos, and assists in the running of the hockey organization; she’s the treasurer on at least one team.
She’s a hockey Mum in the full sense of the word. In the summer, it’s baseball.
Melanie has assured us that she does have a life, and when she gets some downtime, she likes to read. She’s also confessed to watching reality TV.
As T. Boone Pickens noted prior to his passing, no one is indispensable, but in our office, Melanie comes close. Robert says that’s because she specializes in making him look good.