Updated: Jan 18, 2019
In October 2018 we welcomed Charmaine Buot to the Chalmers Private Wealth Team.
Charmaine is an extremely analytical and intellectual individual, holding a bachelor's degree in Business Administration (majoring in financial management).
Charmaine's primary role will be the management of our client data, product data feeds, preparation of review reports, as well as conducting product research comparisons. While her role is generally "behind the scenes" she has made a vital contribution to our team, enabling Kelly and Kate to have more direct contact with our clients.
In her three months with us so far, Charmaine has excelled in her internal financial planning training, and brings with her a sunny disposition, enthusiasm and conscientious work ethic.