The Support Team
Client service is a critical function in any successful investment practice. Our Retire First Support Team is comprised of professional administrators who are highly trained to provide superior customer service and assistance to all of our Retire First clients. Each member of our support team will go the extra step to ensure that all of your expectations are exceeded. Feel free to contact our support team with account related questions, trade executions or any other service needs you have.
Carissa Woolsey, Sales Assistant
Tate Bevans, CFO
Brigitte Tooke, AdministrationBrigitte was thrilled to join the Retire First team in August 2011. With almost thirty years of experience in the financial services industry, she enjoys working at the front line of the office and as an assistant to the Financial Advisors, helping to provide the best service possible to clients and their families. She greatly appreciates the new relationships with the staff and many clients of the company. Brigitte was introduced to the world of stock brokers in 1981 when she joined a brokerage firm in Montreal, Quebec as an assistant to the company’s Bond and Money Market departments. She has since worked with various types of financial institutions from brokerage firms, a trust company, a bank and most recently a privately owned financial services office. Brigitte first completed the Canadian Securities Course in 1985 and successfully re-instated her registered status in 2013. She is currently licensed to sell insurance products in the province of Alberta. She has also completed the Mutual Fund course and the Branch Manager’s course sponsored by IFIC. Born and raised in Montreal, Quebec, Brigitte is fluently bi-lingual in English and French. She has had the privilege of living in Vancouver and Ottawa but her heart belongs to Central Alberta. She moved to the Red Deer area in 1996 with her husband of 27 years, Darren, their two children and her Mom. In her spare time, Brigitte likes to work on renovation projects for their acreage, wine making, movies, shopping and spending as much time with family and friends as possible.
Carissa Woolsey, Sales Assistant Phone: 403-314-5553 Email: Carissa.Woolsey@RetireFirst.com[Rich_Web_Tabs id="1"]
Tate Bevans, CFO Phone: 403-314-5553 Email: email@example.com[Rich_Web_Tabs id="2"]
Brigitte Tooke, Administration Phone: 403-314-5553 Email: Brigitte.Tooke@RetireFirst.com[Rich_Web_Tabs id="3"]