Sandy Keates

Client Service Manager

As our Client Relations Specialist Sandy ensures our clients receive the best possible care. She will be the first contact you make, will book your appointments, and is the first person you should contact if you have any questions about your wealth management process. She will ensure that the appropriate member of our team responds to your query. Sandy has been a member of our team since 2013. Her work experience has always been providing the best client experience possible, enjoying the relationships she has made along the way and looks forward to continuing to make.

Outside of work, it’s family, friends and outdoor activities that are on her priority list!