Leslie Marsden
Operations Manager
Operations Manager
Position: Operations Manager |
Designations:
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LinkedIn: PerlerWealth-LeslieMarsden |
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Leslie Marsden comes to Perler Financial Group with extensive knowledge from having been in an executive role in the financial planning industry for over a decade.
Leslie graduated from Simon Fraser University with a Bachelor of Arts degree. She has successfully completed her Investment Funds of Canada Course (CIFC), the Canadian Securities Course (CSC), the Canadian Investment Funds Operations Course (CIFOC) and the Branch Manager’s Examination Course (BM). She continues to expand on her knowledge with ongoing leadership, business, and industry-related educational programs.
As Operations Manager, Leslie is responsible for assisting the COO with the general operations of Perler Financial Group. Leslie leads the administrative team which helps our advisors serve our clients with exemplary service. Leslie ensures that all of our firm’s departments function cohesively to ensure our clients’ needs are met. Leslie has developed strong administrative systems and leveraged technology to ensure our firm delivers on its commitments to our clients. Leslie’s strong leadership skills, extensive administrative experience in the financial industry, attention to detail, and positive attitude make her an invaluable team member at Perler Financial Group.
Leslie has a passion for travel, enjoys spending time with her family, and playing softball.