|
Natalie Lazo — Investment Services Associate
Natalie is responsible for the accurate and timely processing of client needs, designing effective systems, and the day-to-day operations of our practice. Prior to joining Blackmont, Natalie worked at Canaccord Capital as an Investment Representative and at Leede Financial Markets as a Sales Associate. She holds a Bachelor of General Management Degree with a major in Finance through the University of Lethbridge, a General Management Business Diploma from the Southern Alberta Institute of Technology, and she has successfully completed the Canadian Securities Course (Honours), the Conduct and Practices Course (Honours) and the Financial Planning Course through the Canadian Securities Institute.
Natalie’s ability to outperform and consistently meet and exceed expectations has been key to her success and increasing levels of responsibility.
|