Annalee is the firm's Office Manager and oversees all administrative activities to keep the office running smoothly.
Annalee skillfully motivates and encourages staff to increase both productivity and work quality by ensuring key business systems and processes are in place and utilized properly. She manages the firm's external relationships for information technology (IT), facilities, payroll, and benefits. Annalee also oversees our accounting system and is the firm's bookkeeper.
Prior to joining the firm Annalee worked for many years in supervisory and advisory roles in the financial services and hospitality sectors in the areas of customer service and training. Her unique combination of experience and training make her an excellent communicator with the ability to effectively work with staff, partners, suppliers, and clients.
Annalee is key member of the firm's management committee.
- McMaster University
- IFSE Institute - Canadian Investment Funds
- The Law Office Management Association (TLOMA)
- Financial Counselling Certificate - Canadian Securities Institute