Gordana Nesic

Assistant

Gordana has been a valued member of our team since 2005. Her responsibilities include scheduling appointments for clients, maintenance and updating client accounts and ensuring all aspects of any client’s concerns are handled with the highest level of client service.

Gordana is also well versed in many areas including taxation (corporate, personal and trust returns), financial statements and bookkeeping. She is fluent in English and Serbian.

She works closely with Gerry to provide any backup support that clients need to answer any day to day questions and together they can provide clients information to make knowledgeable decisions on any aspect of financial matters.
 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.