Sherri is responsible for ensuring that all of our clients’ needs are properly serviced. She communicates with clients on a daily basis to answer any questions that they have related to their financial needs and schedules appointments to meet with Eric or Tracey to review their investments. She is also responsible for coordinating our special events and seminars that we present.
Sherri started her career in the industry in 2001 and has spent the last 12 years with the Muir Investment Team. She is fully licensed, having completed the Canadian Securities Course and the Professional Financial Planning Course and has her life and disability insurance license and is a Certified Financial Planner (CFP®). Sherri is our team “Super Mom”, raising three beautiful children with her husband in Langley.