Operations Manager & Registered Representative
As a dedicated professional in the financial services industry, Grace currently serves as a Registered Representative with complimentary Life Insurance and Accident & Sickness licenses. In addition to these roles, Grace started with the firm in 2020, and has been the Operations Manager for Shafik Hirani’s Private Wealth Management Practice since 2021. Her career has been marked by a strong commitment to integrity, professionalism, and honesty. She is dedicated to helping clients achieve and protect their goals and dreams, ensuring they have the support and guidance needed to secure their financial future.
Her approach is characterized by empathy and a genuine passion for client success, which drives her to provide personalized solutions tailored to individual needs. In her capacity as Operations Manager, she plays a crucial role in the growth and success of the firm. By streamlining operations, and enhancing client experiences, she contributes to the overall efficiency and effectiveness of the Practice. Her efforts help ensure that the team consistently delivers exceptional service and achieves outstanding results for clients.
Whether it’s through her work in life insurance, or private wealth management, she strives to make a positive impact on the lives of those she serves, helping them navigate the complexities of financial planning with confidence and peace of mind. Grace is committed to furthering her education and professional development with the goal of becoming a Certified Financial Planner (CFP). This pursuit reflects her dedication to offering the highest level of expertise and service to our clients. She is eager to expand her knowledge and skills to better assist clients in navigating the complexities of financial planning and achieving their long-term objectives.