Verus Financial Administrative Team
Rana stepped her foot into the financial services industry in 2006 and gravitated towards the investment arm of Scotia and joined Scotia Wealth Management in 2010. Starting her career at Scotia Wealth in Toronto she eventually made her way back home to Vancouver in 2013 and joined Nick Majendie. Rana’s role as Investment Associate on the team handles all portfolio trading, oversees all operations, manages client relationships and provides wealth management solutions. She is on her way to completing CIM (Chartered Investment Manager) designation and continues to advance her career in Wealth Management.
In her free time, Rana enjoys life with her teenage son and is involved with supporting his extracurricular activities. Her love of sports, in particular basketball, from playing in college has currently led to coaching at the local high school. Rana likes to stay active and can be seen biking around the seawall, up in the mountains hiking or snowboarding down the slopes. In the summertime Rana will be out loving her newest hobby, riding her Kawasaki Ninja.
April began her career in the financial services industry in 2006, and has been a Senior Associate with Scotia Wealth Management since 2008. During this time, she has completed her education through the Canadian Securities Institute to become a fully licenced Senior Associate and is currently working towards her Certified Financial Planning (CFP) designation. April will assist Ken in providing clients with customized wealth management solutions and elevated service. April and Jenefer oversee all aspects of operations within Verus Financial and are committed to ensuring client’s requests are actioned in an accurate and timely manner.
Along with her contributions to the team, April is Co-Chair of the Support Staff Advisory Board at Scotia Wealth Management, working with head office partners to affect positive change in the firm, create better efficiencies, and ultimately improve the client experience.
Outside of the office, April enjoys hiking (rain or shine) and skiing in the winter months. She also spends time at the lake in the Okanagan during the summer, where she lived for a number of years. With five young nieces and nephews, she often spends time attending their sporting events and helping out her sisters.
Jenefer started in the financial services industry in 2005 and transitioned to the investment side of the business in 2008 when she joined Verus Financial. Jenefer is a licensed investment representative and is our client’s first point of contact. Jenefer’s primary role is handling the administrative side of the business ensuring our high standard of client service is met. As a long standing team member with Verus Financial, Jenefer has developed strong relationships with our clients and enjoys building relationships with new clients and referrals.
Jenefer and Richard welcomed their daughter Amelia to the world in 2016. She is the light of her life and keeps her very busy outside of work. Jenefer also enjoys cooking, yoga and spending time outside enjoying our beautiful city, where she was born and raised.
Carmen has been with Verus Financial since 2007. She graduated from Emily Carr University with a Bachelor’s degree in Communication Design and brings several years of experience as a Graphic Designer to the team. Carmen oversees marketing and works closely with Ken on many aspects of the business such as organizing his work and travel schedule as well as providing administrative support to the entire team.
Carmen was born and raised in Vancouver and enjoys camping, playing tennis and snowboarding. She is also a very talented baker and makes elaborate special occasion cakes.
Grace has worked in the financial and customer service industry for over five years. She is a graduate from Simon Fraser University where she received her Bachelor of Science degree.
Grace started working with Nick in 2015. She helps with Nick’s research and provides support to the team through administration of client accounts, and ensures the smooth and efficient execution of the team’s daily administrative operations.
In her spare time, she enjoys reading and travelling.