Shari’s kind and cheerful personality will brighten your day. She is Dave’s very capable assistant, and is committed to providing dedicated, quality support. With over 20 years’ experience in office administration, and a dedication to accuracy and attention to detail, Shari is well able and eager to address all of your administrative questions and concerns. Having passed the Canadian Investment Funds course with flying colours, she can also assist clients with most issues when Dave is out of the office. She considers helping others to be the most rewarding element of her role at ExcelPlan and is always ready to lend a hand.