Lois Metcalfe

Executive Assistant

Lois' primary responsibilities are processing all transactions on behalf of clients. Lois' daily activities include setting up automatic purchase programs, revising banking information, and address changes. She also assists Bob on servicing client needs as well as reception duties.

Lois brings a wealth of experience in assisting clients. She has worked in the Financial Service Industry for over 20 years, the vast majority spent with a bank. Lois and Bob live in Walkerton with their four children.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.