As our Business Development Manager, Bree focuses on defining our brand while designing and implementing business strategies to ensure positive and successful client experiences that live up to the brand. She is charged with mapping out and leading the prospect to client journey, serving as the primary liaison between a prospective client and our wealth management team during a process we hope to make as seamless and impactful as possible. Bree is a Financial Paraplanner Qualified Professional and her credentials and talents are complemented very well by her resourcefulness, ingenuity and sincerity. Bree’s deep understanding of all relevant technologies used by our team and clients puts her in a unique collaborative position to design and optimize an experience that empowers our clients and our team, leading to long lasting relationships and continuously inspiring our pursuit of enhancing the client experience through professional excellence with a personal touch.