Rachel moved from Wales to Canada in 2007 for new opportunities. With over 20 years of experience in professional office administration, Rachel joined DSI Estate Planning in September of 2020.
As Executive Assistant and Office Manager, Rachel provides executive support to Don.
She ensures efficient day to day running of DSI Estate Planning with her extensive knowledge of office management and advanced software proficiency.
She is responsible for handling client inquiries, putting together client proposals using MS office presentation programs, underwriting life insurance policies, and in‐force policy service.
In her spare time, she enjoys spending time with animals, hiking, gardening, and cooking.
Contact Rachel: E: email@example.com P: 403‐228‐4260