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

13 years as Advisor Associate and 18 years as a Licensed 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

Josee has been in the financial services industry for 32 years and in investments for the last 19 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

Kira Godfrey Licensed Assistant – Mutual Funds
Investments
Life Insurance Advisor

P. 613.599.6100 x105
E. kgodfrey@grbairdfin.com

Languages Spoken – English

START DATE: 2025
Financial Services experience since 2021
Licensed Administrative Assistant since 2022
Life Insurance Licensed since 2025
Note: email is not considered a secure form of communication, and any transmission of personal information should be done over the phone.
About Kira

Kira enjoys supporting clients and working alongside her team to provide a welcoming and positive experience.  Kira brings strong organizational skills and a friendly approach to her work and takes pride in helping to ensure that things run smoothly for both clients and colleagues

SPECIAL INTERESTS, HOBBIES, GOALS

  • Spending time with family and her two dogs
  • Cooking (ask her about her pizza oven)
  • Listening to music
  • Enjoying time outdoors – relaxing by the campfire, lakeside, hiking or camping

Janet Howard Life Insurance Manager

P. 613.599.6100 x228
E. jhoward@grbairdfin.com

Languages Spoken: English

START DATE: 2021

24 years in financial services and 12 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 worked at our firm since 2021 and has gotten to know our clients and office and administration processes exceedingly well. Janet supported the Life Insurance division over the last four years and has now taken on the role of Life Insurance Manager, working with our advisors to support the in-force block of life insurance business as well as new business. Janet has excellent communication skills and is very organized and efficient. Janet enjoys working with our advisors and our clients to ensure their needs are handled with kindness and efficiency.

Special interests, hobbies, goals

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

Yvonne Gagnon Receptionist, Administrative Assistant

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

Languages Spoken:  English

START DATE: 2026

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

Yvonne brings a friendly and positive presence to our office every day and she enjoys speaking with and meeting our clients. Yvonne has a strong background in client-facing, office administration and clerical support roles. Yvonne is organized and professional and happily works with us to ensure smooth, daily operations in our steady-paced service environment. We are proud to have Yvonne be the first point of contact at our firm.

SPECIAL INTERESTS, HOBBIES, GOALS

  • Yvonne enjoys reading, visiting family and cooking