Yvonne specializes in managing client relationships, overseeing the administration of portfolios and executing trades. Acting as one of the first points of contact for The Cap Group, Yvonne is happy to help answer any questions regarding accounts, schedule appointments, and liaise with clients and their team of professionals to ensure all requests are completed in a time-efficient manner.
Yvonne is a dedicated Registered Investment Representative with over 25 years of experience in the financial services industry. She has worked with Franco and the Cap Group for 12 years and prior to that worked at another major investment firm.
When not at the office or volunteering at her children’s sporting activities, Yvonne loves spending time with her two children, Alex, 15, and Kimiko, 12, playing with their puppy Scout, or snuggling up with a good book and their cat Tora.