Letty Papageorgiou
Investment Assistant
About Letty
I joined the company in 2014 after beginning my career at Merrill Lynch in 2009. I am the principal point of contact when clients open their accounts with Canaccord Wealth. I am responsible for the account maintenance of the discretionary and advisory accounts of my team, including trading, dealing with compliance and administration. I attend client meetings and assist to prepare pitches for client meetings. I also liaise with clients directly in response to portfolio queries or valuations requests. Finally, I collaborate with other departments in respect of clients’ documentation and queries.