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Meet the Advisory Team
Eleanor Boak
BA BEd
Financial Planning Assistant
Eleanor Boak

Eleanor Boak

Phone: 604.737.6705

Eleanor Boak takes care of administration for our team. She is the contact person for any inquiries you may have concerning your holdings. Her many years of experience in the financial services industry have been invaluable in providing accurate and efficient service for the diverse needs of our clients.

Degrees and Designations

  • BA (Bachelor of Arts) - Acadia University, NS
  • BEd (Bachelor of Education) - Acadia University, NS 

Other Education

  • CSC (Canadian Securities Course)
  • CPH (Conduct and Practices Handbook)
  • WME (Wealth Management Essentials) 

 

"We value his foresight, his in-depth knowledge, also his quiet and efficient manner expressed so well whether in person, in telephone conversations, or the written word."

Reg & Velma D.