Your Client Services Team

Meet the team that plays a pivotal role in supporting our Paraplanners, our Financial Planners, and, most importantly, YOU.

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What do they do?

With their wealth of experience, they are entrusted to gather the necessary information and create your review documents. Additionally, they handle your recommendations, ensuring that we do what we say we will. They understand that all you want is to stay informed, and that's why communication is their forte. They are dedicated to keeping you updated every step of the way.

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As you continue your journey with Cairn, you'll have the pleasure of working closely with them as they reach out to you at various stages. Moreover, if you ever need assistance, they are just a phone call or email away, ready to guide you to a solution. Whether you visit our office for a meeting or simply to enjoy a cup of coffee, they are the friendly faces that greet you, ensuring that your experience from the moment you walk through the door is nothing short of exceptional.