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Our Team


The LaLiberté INvestment Team
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Our goal is to provide ULTIMATE CUSTOMER SERVICE for our clients. Our office has a terrific synergy and we are very proud of our high level of service and commitment. We�re here to help!
Below is a brief description of the roles of our team members, and what each person can assist you with. |
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Christine LaLiberté, CIM, FCSI, Senior Investment Advisor, Director, Private Client Group, Insurance Advisor
Christine is our Senior Investment Advisor. She can help you with:
- determining your family�s goals and dreams
- suitable financial investment strategies to attain your goals
- regular review to ensure you stay on track!
You can reach Christine at [email protected] or call 604-575-6911 |
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Linda McClure, FMA, Associate Investment Advisor
Linda is a licensed advisor. She can answer many of your questions and help you with:
- documentation and financial planning review meetings
- investment strategy implementation
- flow throughs and IPO's (initial public offerings)
- introductions of Christine's services to your friends, family, and associates
You can reach Linda at [email protected] or call 604-575-6911 |
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Jen Moulder, Licensed Sales Assistant
Jen is a licensed sales assistant. She can help you with:
- ensuring your enquires and/or concerns are resolved efficiently
- investment order processing, tax inquiries, accountant liaison
- registered plans, Home Buyers Plans, RESPs, Life Long Learning programs
You can reach Jen at [email protected] or call 604-575-6911 |
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Jenelle Sadowski, Administrative Associate
Jenelle is one of our administrative experts. She can help you with:
- directing your phone calls and enquiries, RSVPs for events
- setting up and/or changing FPPs (Frequent Purchase Plans) and systematic plans
- EFTs (Electronic Fund Transfers), wires, cheque deposits
- setting up new or additional accounts, account transfers from other institutions
- changes to your personal information (address, phone number, etc.)
- Wealthtracker set-up, access, and all related enquiries
- scheduling appointments with Christine and Linda.
You can reach Jenelle at [email protected] or call 604-575-6911 |
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Ashley Johnson, Client Relations Associate
Ashley is one of our administrative experts. She can help you with:
- insurance illustrations and policy delivery
- processing documentation for existing and new insurance policies
- RSVPs for events
You can reach Ashley at [email protected] or call 604-575-6911 |
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Our advice and service is complemented by the following professionals to ensure that all aspects of your financial and personal affairs are in order:
- Derek Wyborn, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
- Cary Heming, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
- Paul Grewal, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
- Trish Fedewich, B.Comm., and Norman Witt, B.A., M.B.A.; Notaries Public, Fedewich & Witt
- Nick Smith, Lawyer, Legacy Tax + Trust Lawyers
Mortgages available by referral through Dundee Mortgage Services, powered by Invis.
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CONTACT US
For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jen Moulder, Licensed Sales Assistant at 604-575-6911 (toll free 1-866-575-6911) or by email at [email protected].
If you wish to contact a specific team member directly, please see roles and contact information above. |
* Insurance products provided through Dundee Insurance Agency Ltd. |
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered. |
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