Wealth Management Specialist, Charter House Financial Group
Executive Assistant, Manulife Securities Investment Services Inc.
Telephone: (905) 829-1105, ext. 223
Goretti joined our team in March 2006 and brings with her 20 years of experience in the financial industry. She has had the opportunity to be employed by some of the largest financial firms, where she obtained most of her knowledge and specialized training. She has successfully completed her Canadian Securities Course and the Canadian Practices and Handbook Course. Her background has been primarily in the Securities industry, however, in recent years her focus has been on mutual funds, segregated funds, and investment savings products.
Goretti is dedicated and strives to provide our clients with the utmost quality of service. She is an essential part of our organization and a great team player.
Goretti is married and has a wonderful daughter. She enjoys spending her free time with family and friends.