Client Associate, Sales Assistant
Born and raised in South Africa, Taryn Mulligan has always been driven by her passion for finance and wealth management. With an career spanning 27 years, she has amassed a wealth of experience in the industry, representing esteemed global and national private client wealth management companies throughout her journey.
In her native South Africa, Taryn was a registered Portfolio Manager, overseeing and optimizing client portfolios. Her responsibilities extended to providing investment advice and adeptly guiding clients through the complexities of financial markets. Her deep understanding of wealth management intricacies and unwavering dedication to client satisfaction have consistently set her apart.
In early 2022, Taryn embraced a significant life and career change by relocating to the picturesque Okanagan region with her husband and three sons. Eager to contribute her expertise to the Canadian market, she pursued and achieved qualification to provide investment advice within the Canadian regulatory environment. Taryn continues to expand her knowledge and expertise in Canadian products, driven by an unwavering commitment to professional growth and a relentless pursuit of excellence.
Taryn's vast experience, her relentless pursuit of exceptional service, and her remarkable dedication to her profession have quickly made her a highly valued asset to our team. As she continues to make her mark, Taryn will assume greater responsibilities within our team, further elevating our ability to deliver unparalleled value to our clients.
Outside of her professional endeavors, Taryn finds solace in cherishing moments with her family, exploring the captivating landscapes of the Okanagan region, and forging connections with individuals from all walks of life. An avid hiker, she embraces the abundance of outdoor activities that the region offers, nourishing her spirit and maintaining a healthy work-life balance.