| Who We Are
Our Team |
Office Administration
From tackling research to chatting about your grandchildren, Shari’s kind and cheerful personality will brighten your day. Shari acts as assistant to both Dave and Tracy, and is committed to providing dedicated, quality support. With over 20 years experience in office administration, and having passed the Canadian Investment Funds course with flying colours, Shari is well able and eager to address all of your administrative questions and concerns. She considers helping others to be the most rewarding element of her role at ExcelPlan and she is always ready to lend a hand.
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