Tammy Beale

Admin & Client Services

Tammy specializes in onboarding Retirement Income Program™ clients, ensuring they have a seamless experience from the very start. She meticulously handles client deposits and withdrawals, aligning them with the agreements made between planners and clients. Known for her efficiency and reliability, Tammy flawlessly completes any tasks the planners ask of her, ensuring everything runs smoothly. Her commitment to client engagement and communication is second to none.

Outside the office, Tammy is enjoying her newfound hobbies, tennis & reading. Evening walks with her pup Hazel are a must – though not in the rain! Above all, she loves spending time with her family & friends whether it’s exploring new parks, visiting brew houses or relaxing in the back yard.

Born in New Glasgow, Nova Scotia at 7 lbs 2 oz.

Email Tammy at [email protected]