Lianna entered the financial industry in 2001 and has continuously built her knowledge and administrative database on the various investment and insurance platforms along with employee benefits.
True attention to detail, administrative efficiency, and organization skills are all part of what Lianna brings to Finuity Wealth as the office manager. She prides herself on helping Scott and Derek create great client relationships by allowing them to focus on what matters most, and the mission behind our firm: taking care of our clients.
Always striving to learn more, Lianna’s continuously in professional development mode and is a key reason behind our firm’s success.
Lianna graduated from NAIT in 2001 with a Records and Information Management Diploma and has taken classes towards obtaining her degree in Human Resources. We cannot run our operation without her, and she has built an excellent relationship with our existing clientele.
Lianna’s loves to spend her free time catching up with her friends and family over dinner and drinks on local patios in the summer or just get togethers. Her other favourite place to be is BC so anytime she can find the time to get away, that is where you will find her!