Client Service Associate, CWB Wealth Partners
With over 18 years of experience, Gloria has a passion for working closely with clients and building enduring relationships. She is skilled at delivering high levels of client service, making her a valuable member of the firm. Gloria came to CWB Wealth Partners via RBC Dominion Securities and ScotiaMcLeod, with her most recent experience at a small boutique investment firm. While the enterprise experience gave her the acumen and knowledge, the boutique experience helped her hone her interpersonal and client service skills.
Beyond the office
Gloria enjoys spending time with her family, running, hiking and cross-country skiing. She also volunteers at seasonal events in Bragg Creek, AB and as well at a Calgary Food Bank on an annual basis.