Mimi is responsible for executing trade in client accounts, working in collaboration with the Portfolio Management and Operations teams. Her career in the financial services sector spans over 20 years, during which she has worked in Vancouver, Toronto, and Winnipeg. Mimi’s broad knowledge comes from having held roles as Trader on a retail institutional trading desk, Relationship Manager for a custody and trading services firm, and more recently Assistant Investment Advisor at a major financial institution.
Mimi has a Bachelor of Business Administration from Simon Fraser University. She also has completed various courses through the Canadian Securities Institute.