Kay Mistry

Client Service Manager

As Client Service Manager for the LeRoy Wealth Management Group, Kay is responsible for client communications, managing our client service and data integrity processes, and maintaining records to support our team in delivering peace of mind to our clients.

 

Kay first began in the financial services industry in 2007 as an office manager. She immediately obtained her IFIC Investment Funds in Canada and Investment Operations Fund course and has been working in the industry ever since. Kay joined Investment Planning Counsel in 2014 and has served in the roles of Office Manager and Client Service Manager.

 

Kay's experience in the financial services industry, her professionalism, and her impressive attention to detail and organizational skills ideally position her to support our team, the LeRoy Wealth Management Group, in leading our clients to plan for peace of mind.