Treana MacCallum

Treana MacCallum joined the Surrey office in June of 2007 and quickly became an integral part of its daily operations. She has completed the Investment Fund Institute of Canada's Mutual Funds Operations Course and attained her mutual funds registration in 2008 after successfully completing The Canadian Investment Funds Course.

She is currently enrolled in the Certified Financial Planner® program for which she hopes to attain the internationally recognized CFP designation.

Whether you are just starting to plan for your future or are already in your retirement years, Treana can help to either implement or maintain your investment strategies so that your financial objectives are achieved.