FundSERV is the leading provider of electronic business services for the Canadian investment fund industry. We connect fund manufacturers, distributors and intermediaries and offer one of the most efficient investment fund transaction processing systems in the world. We proudly serve our customers by facilitating transaction placement, file transfers, payment exchange and reconciliation. Our mission is to reduce time, cost and risk from investment fund processing through automation.
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In 1998, after graduating from York University in Toronto, ON, I began my career in the financial services industry.Since that time, I've gained a great amount of experience working for industry leading companies in both the investment fund and life insurance fields.In addition to that work experience, I have continued my studies within the industry, successfully completing the Canadian Securities Course (CSC), Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (CIFC).