Administrative Team

Helping Us Work for You

Our exceptional administrative team is the engine that keeps us running smoothly. Their support ensures clients are kept informed at all times and allows our financial advisors to give the very best of themselves to their work.

Coming from various positions in the financial services industry, the team consists of experienced, licensed administrators who take pride in forging strong client relationships. They are woven into everything we do, from client service to fundraising and charitable events, enabling us to perform at the highest level for our clients.

Lan Nguyen Licensed Assistant - Mutual Funds
Investments

P. 613.599.6100 x230
E. lnguyen@grbairdfin.com

Licensed for Mutual Funds & Branch Manager

Languages Spoken: English & Vietnamese

START DATE: 2016

8 years as Advisor Associate & 6 years as a Licenced Assistant

Note: email is not considered a secure form of communication, and any transmission of personal information should be done over the phone.
About Lan

Lan brings many years of administrative service to the table and is an efficient multi-tasker with a positive attitude and a strong desire to provide excellent service to clients.

Special interests, hobbies, goals

  • Listening to her favourite music
  • Spending time with family

Josée Leblanc Licensed Assistant - Mutual Funds
Investments

P. 613.599.6100 x222
E. jleblanc@grbairdfin.com

Languages Spoken: English & French

START DATE: 2019

Has been in this industry for 27 years, and in investments for the last 14 years.

Note: email is not considered a secure form of communication, and any transmission of personal information should be done over the phone.
About Josée

Josée enjoys working with her peers and clients, providing excellent service in both English & French.

Special interests, hobbies, goals

  • Cycling
  • Hiking
  • Travelling

Janet Howard Receptionist, Administrative Assistant

P. 613.599.6100
General Mailbox
E. jhoward@grbairdfin.com

Languages Spoken: English

START DATE: 2021

20 years in the finance industry, and 8 years in administrative roles.

Note: email is not considered a secure form of communication, and any transmission of personal information should be done over the phone.
About Janet

Janet has excellent communication skills, enjoys speaking with clients and is a very organized and efficient person. Janet enjoys greeting our clients and loves to make everyone comfortable and happy in our office environment.

Special interests, hobbies, goals

  • Enjoys spending time with family & friends
  • Gardening
  • Reading a good book