Cheryl Gravelle
Cheryl graduated from Algonquin College in Ottawa as a business administration assistant in 1980 to start her career as a legal secretary. The nature of the law practice melded into real estate development and even though Cheryl successfully completed the Canadian Real Estate Institutes sales course in the early 80s, a career change to administrative assistant to the president and vice president of Ottawa’s largest mortgage brokerage firm was put in place in 1984 at the same time that Cheryl and her husband Paul moved to the village of Plantagenet.
While expecting the birth of her second child in 1993, Cheryl got her first taste of financial planning, going to work for a Chartered Financial Planner part time as the rent receivable officer in the property management side of the business.
In 1998, Cheryl moved to a full time position in a financial planning firm where she provided administrative and customer service support for a clientele of investment and insurance customers. In 2002, Cheryl followed the president of that office who joined one of Canada’s largest national wealth management companies.
Cheryl joined Montcalm & Associates Financial Group Inc. on August 29, 2005 as our office manager and heads our administration and client service department. Cheryl is our go to person and she excels in the area of customer service and satisfaction. She has established a huge network of contacts with the multitude of companies that our office deals with. They know when she calls looking for information that tomorrow is too late for our clients.
Her years of varied experience dealing with clients in banking, investments, real estate and insurance issues provides her with a superb understanding of our clients’ needs. Cheryl has strong organizational skills, is a very personable and smiling individual who thoroughly enjoys her work.
The mother of 28 year old Angela and 24 year old David, Cheryl spends a lot of her free time away from the office engaged in the activities that her family enjoys, horseback riding and being a hockey Mom. In her own spare time, she suits up as a goaltender in an Ottawa women’s hockey league.
While expecting the birth of her second child in 1993, Cheryl got her first taste of financial planning, going to work for a Chartered Financial Planner part time as the rent receivable officer in the property management side of the business.
In 1998, Cheryl moved to a full time position in a financial planning firm where she provided administrative and customer service support for a clientele of investment and insurance customers. In 2002, Cheryl followed the president of that office who joined one of Canada’s largest national wealth management companies.
Cheryl joined Montcalm & Associates Financial Group Inc. on August 29, 2005 as our office manager and heads our administration and client service department. Cheryl is our go to person and she excels in the area of customer service and satisfaction. She has established a huge network of contacts with the multitude of companies that our office deals with. They know when she calls looking for information that tomorrow is too late for our clients.
Her years of varied experience dealing with clients in banking, investments, real estate and insurance issues provides her with a superb understanding of our clients’ needs. Cheryl has strong organizational skills, is a very personable and smiling individual who thoroughly enjoys her work.
The mother of 28 year old Angela and 24 year old David, Cheryl spends a lot of her free time away from the office engaged in the activities that her family enjoys, horseback riding and being a hockey Mom. In her own spare time, she suits up as a goaltender in an Ottawa women’s hockey league.