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DirectoryAmanda Sproule
Work history
Wise Riddell Financial Group
Office Manager & Manager, Client Services (Private Wealth)Current (over 1 year)Access Private Wealth
Lead, Client AdministrationMar 2022 - Sep 2023 (over 1 year)Fidelity Canada
Manager, OperationsDec 2018 - Mar 2022 (over 3 years)Fidelity Canada
Client Experience Specialist Sr.Jan 2017 - Dec 2018 (almost 2 years)Fidelity Canada
Operations RepresentativeJan 2016 - Jan 2017 (about 1 year)FundEX Investments Inc.
Business AdministratorFeb 2015 - Dec 2015 (10 months)Transamerica Life Insurance Company
Life Insurance and Investment Services-Customer Service RepresentativeDec 2010 - Jul 2013 (over 2 years)
Contact Information
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Description
Whatever your objectives may be -- financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security -- our team will help you make goal-based decisions customized to your circumstances
Company phone+19058290660
Company websitewiseriddell.ca
LocationOakville, Ontario, Canada, 2020 Winston Park Dr
Industryfinancial services
Employees18
Founded at1989
Employee trends
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