Marius Ly - Client Service Representative

Marius is currently completing his securities training and comes to us from a major financial institution. Marius looks forward to working with our clients and is responsible for Mutual Fund administration including processing, contribution and withdrawal account changes and statements.

Marius will also be assisting Shannon and Mike on preparation and delivery of retirement income projections.

Email Marius: mly@strategicfinancial.net

Nicole Spencer - Administrative Assistant

Nicole assists us by contacting our clients, scheduling appointments and ensuring important information is kept up to date

Email Nicole: admin@strategicfinancial.net

Katrina Dasilva - Accounting

Katrina performs all our accounting duties in addition to assisting our financial planning team with many functions necessary to create Retirement Income Projections and Financial and Retirement Plans.

Katrina has Honours Accounting Diploma with 10 years experience.

Email Katrina: accounting@strategicfinancial.net

Kelsie Henderson - Front Office Administrator

Kelsie greets clients when entering our office or calling by telephone. Kelsie’s responsibilities include appointment scheduling, maintaining updated client information, and ensuring office operations are at peak efficiency.

Email Kelsie: service@strategicfinancial.net