We are delighted to announce that effective July 4th, 2017, Palmer Heighington is now an Associate of Orser Neuhaus.
In the two years since he joined us as Investment Services Assistant, Palmer has shown exemplary care and attention in helping manage our clients’ portfolios, and a deep commitment to the core values of Orser Neuhaus: client-centered, independent financial advice given with integrity, as well as the competent delivery of a broad range of investment vehicles. We are sure that those of you who know Palmer will be quick to join us in congratulating him.
Although Palmer will continue to field inquiries relating to clients’ investments, we would also like to re-introduce Filomena Viele as Administrative Services Assistant. She will be assuming more of Palmer’s day-to-day administrative responsibilities.
While Dietmar and Dorothy-Anna will always remain available to their clients, these changes will allow them to concentrate more on wealth management, as Echelon seeks to expand its business towards becoming Canada’s leading independent wealth management company.