Kay became an Office Manager for a financial services firm in 2007. She immediately obtained her IFIC Investment Funds in Canada and Investment Operations Fund Course and has been working in the business ever since. Kay then joined Investment Planning Counsel in June 2014. She is responsible for client communication and business processing and is diligent in maintaining an accurate and complete record of client transactions. Kay performs various daily tasks to ensure the office is running smoothly and client phone calls and inquiries are directed accordingly. She has a strong focus on organizational skills.