After 23 years in the financial industry and over 15 years with The McClelland Financial Group Carole Ash is transitioning from her Management position as Team Leader into partial retirement. In her new role as a Consultant she will continue to be a valuable resource during this transition period. You will still see Carole in the office 3 days a week going forward. She is looking forward to spending more time with family and pursuing other interests ( Hint, Hint – See pic above from Barcelona, Summer 2018).
Socheata Chea will take on the new role as Team Leader. Socheata has been with The McClelland Financial Group for 16 Years and shares a great passion for the company and our impact on the industry. Socheata was promoted from Service Manager to Team Leader for her outstanding work ethic and strong ability to develop strategies, motivate, and inspire the team to improve business processes. She has successfully completed her Branch Managers Course in 2015 and more recently a postgraduate certificate in Project Management from the University of Toronto.
Patrizia Palmisano-Evangelou will be The McClelland Financial Group’s New Service Manager. Patrizia is a Registered Representative and has been a member of the team for over 10 years. Patrizia earned a Bachelor of Commerce degree from Ryerson University and has a comprehensive background in business and the service industry.
After graduating with a Bachelor of Business Administration from the Schulich School of Business at York University, Brian Hong joined our service team in January of 2018. As a service associate, Brian is currently responsible for assisting the Advisors prepare for their weekly meetings with the clients and completing back-office processes. Brian is also enrolled in the Canadian Securities institute completing his Canadian Securities designation
