Bonnie serves as our Operations Director, working with clients directly on servicing issues, setting up new accounts and facilitating deposits, withdrawals, and transfers. She assists our wealth managers with trading, client events and general office administration.
Bonnie graduated from Trinity Western University in 1993 with a Bachelor of Arts degree with a major in Business Administration and a minor in Psychology. She has extensive business experience including the role of Executive Assistant to the General Manager for General Growth Properties (Bellis Fair) and the Executive Assistant to the President of Stone Ministries, Inc. which took her to 37 different countries. She is also an accomplished event planner and has a passion for music.
She joined Financial Plan, Inc. in October, 2012 and looks forward to helping with all your client needs.