Private Client Service Associate
Years of Industry Experience: 18
Years with CWB McLean & Partners: 3
Gloria has a passion for working closely with clients and building enduring relationships. She is skilled at delivering high levels of client service, making her a valuable member of the firm. Gloria comes to CWB McLean & Partners via RBC Dominion Securities and ScotiaMcLeod, with her most recent experience at a small boutique investment firm. While the enterprise experience gave her the acumen and knowledge, the boutique experience helped her hone her interpersonal and client service skills.
Hobbies and Interests:
Family time, running, hiking and cross-country skiing.
Gloria volunteers at seasonal events in Bragg Creek, AB and as well at a Calgary Food Bank on an annual basis.