Tania is responsible for opening new accounts, overseeing client asset transfers, and administering cash flows for clients. Her goal is to not only perform her duties promptly and proficiently, but to also ensure smooth and clear communication with our partners at all times. She comes to Antares with close to nine years’ experience in the financial services industry. Previous to her current role, Tania worked for a group of financial advisors where she provided support through the administration of client accounts and creating financial plans.
Tania holds a Bachelor of Arts in English Literature from the University of Winnipeg and completed the Certified Financial Planner (CFP) program in 2021.