Denise joined the Mackie/Lowe PWM team in September 2022 as a Practice Manager. She brings 20 years of industry knowledge having first joined IG in 2003. Denise plays a crucial role in ensuring the smooth operations of our Team. She manages client relations, and the processing of transactions, and she is committed to providing administrative and organizational support for all your financial planning needs. Our relationship with you is our most important priority, and providing the highest quality of service is essential to maintaining that relationship.
Denise will specifically focus on:
• Responding to your communications openly and directly.
• Coordinating client meetings and requests.
• Updating our database to ensure all client information is recorded correctly.
• Processing business and client-related requests in a timely and efficient manner.
• Preparing and distributing financial planning-related documents before and after annual review meetings.