The Client Experience and Success team at Wealthsimple is dedicated to ensuring that clients have a seamless and positive journey with the company's investment services. This team works collaboratively to enhance client interactions, resolve inquiries, and provide personalized support, ultimately driving client satisfaction and loyalty. Their efforts help ensure that Wealthsimple’s services align with the needs and expectations of millennial investors.
Billy Pham
Manager, Product Operations (c...
Clint Lacroix
Manager - Tax Expert Services ...
Craig McGrath
Senior Manager, Client Experie...
Isabelle Laberge
Team Lead Client Success
Samuel Rozon
Client Experience Team Lead
Sarika Reich-Rohrwig
Sr. Director, Client Experienc...
Sheryl So
Senior Director, Communication...