Alyssa Claridge –Executive Assistant to Darrell Starrie

Alyssa's ’s responsibilities are overseeing the smooth day-to-day administration of our office and keeping the whole team on track. She divides her time between scheduling client meetings, corporate events and managing our office systems in order to ensure we maintain a high level of client service.

Email Alyssa: client@strategicfinancial.net

Marius Ly - Client Service Representative

Marius is currently completing his securities training and comes to us from a major financial institution. Marius looks forward to working with our clients and is responsible for Mutual Fund administration including processing, contribution and withdrawal account changes and statements.

Marius will also be assisting Shannon and Mike on preparation and delivery of retirement income projections.

Email Marius: mly@strategicfinancial.net

Nicole Spencer - Administrative Assistant

Nicole is our first point of contact person and does a wonderful job of directing front office traffic.

She also assists us by contacting our clients, scheduling appointments and ensuring important information is kept up to date.

Email Nicole: service@strategicfinancial.net

Katrina Dasilva - Accounting

Katrina performs all our accounting duties in addition to assisting our financial planning team with many functions necessary to create Retirement Income Projections and Financial and Retirement Plans.

Katrina has Honours Accounting Diploma with 10 years experience.

Email Katrina: accounting@strategicfinancial.net