Amie is part of the Client Services team at Alitis and has over 7 years’ experience in the financial services industry. She works behind the scenes processing client paperwork and placing security trades while upholding a high standard of accuracy and compliance.
As a registered deposit broker through GICdirect.com, Amie is licensed to sell Guaranteed Investment Certificates (GICs). She works with our clients to find the best rates and GIC solutions for their portfolios.
Prior to joining Alitis, Amie worked at Coastal Community Financial Management where she provided administrative support to numerous Financial Consultants.
Amie’s qualifications include the successful completion of the Canadian Securities Course 1 & 2 and the Conduct & Practices Handbook. She is currently working towards her Chartered Investment Manager (CIM) designation.