Rita, President, is a Certified Insolvency and Restructuring Professional (CIRP) and a Licensed Insolvency Trustee (LIT) with over 30 years of experience. Her reach includes all Atlantic provinces, but her focus remains at home in Cape Breton.
Not only does she lend her knowledge to her clients, but she also sits on the Professional Conduct Committee of the Canadian Association of Insolvency & Restructuring Professionals as well as on the board of the Nova Scotia Association of Insolvency & Restructuring Professionals.
Along with her passion for gardening and enjoying the beauty of Cape Breton, Rita enjoys spending time with her husband, their kids and grandkids.
Andrea, our Senior Manager, has worked in personal finance for over 25 years, covering almost every area from lending to banking to investments. She has dedicated the past 15 years to helping consumers and corporations recover from financial difficulties. Always eager to learn and add to her toolbelt, Andrea has completed her degree in Human Ecology (home economics), various personal financial planning courses, CAIRP’s Administrators Course, CAIRP Insolvency Counsellor’s course and various other CAIRP Trustee training courses.
When she isn’t working or learning, Andrea heads to the great outdoors to enjoy all four of our Atlantic region’s seasons and spends time volunteering with the Laubach Literacy Council and on their Fundraising Committee.
Charlotte, an Estate Administrator, brings over 25 years of experience working in the administration field. Her list of accomplishments includes not only her Executive Office Administrator diploma, but also the CAIRP Insolvency Counselor’s course and she’s soon to earn a Bachelor of Community Studies degree from Cape Breton University.
When she’s not investing in herself, Charlotte is investing in others by constantly giving back. She has volunteered as Ski Patrol and helped kids prepare for the Doctor’s Nova Scotia run, in affiliation with the annual Fiddler’s Marathon. She maintains a passion for volunteering with Girl Guides of Canada and, until recently, was a member for several years within the organization.
Debbie, an Estate Administrator, brings over 25 years of experience in the administration field, the majority of which has been spent in the insolvency industry. In addition to her Insolvency Administrator and Counsellor’s course, Debbie has taken part in various seminars and workshops. She is constantly focused on how best to resolve the financial difficulties faced by her customers and consumers.
When she’s not working, Debbie is an avid traveler. Though, for Debbie, nothing beats being outside camping, hiking or kayaking with friends and family.
Shelley, our Receptionist, came on board in 2016 as our “cruise director” after completing the Age Advantage Plus program through Cape Breton Partnership. With an eye for organization and patience that comes from working for over 30-years in the customer service industry, she keeps the office running smoothly.
A proud and active member of the Sydney Kinette Club for over 10 years, Shelley is a born leader having held various council positions such as Secretary, Vice President and President. When not working, Shelley enjoys reading and listening to music.
Estate Administrative Assistant
Joanna, an Estate Administrative Assistant, joined our team in 2019 and brought with her experience in banking, investment and seasonal tax preparation.
When she’s not being our go-to for all things taxes, she’s making sure she, her husband and their two children are staying healthy and happy and hopefully outdoors.
Estate Administrative Assistant
Kelly, an Estate Assistant, comes to our team with 18 years of experience in the hospitality industry, carefully honing her ray-of-sunshine attitude. Making sure she can do all she can for her clients, Kelly is currently working on earning her Insolvency Administrator’s course.
Always friendly, outgoing and approachable, her aim is to spread joy wherever she goes, one Mickey Mouse collectable at a time.