Lili is the glue that keeps the team together.  She has 30 years of experience in the wealth management and financial services industries.   Lili is our personal expert in all things administration.  Do you want to add money to your accounts?  Lili does that.  Do you need help updating documents for your accounts or sending information to your accountants?  Lili does that.  Do you need help settling and disbursing an estate?  Lili can guide you through that too.  When we need help processing   transactions or executing trades.  Again Lili.  We are going to stop there before a pay raise is required. 

Lili lives in Montreal with her two children.