Our Team

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.

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 our team 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. 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.

Cheryl holds a Life, Accident and Sickness Insurance Agent Licence as well as her mutual funds registration. She is enrolled in a prestigious employee benefit industry designation program offered through Dalhousie University. Cheryl is focused on attaining the C.E.B.S. designation to expand her knowledge as an employee benefit advisor.

Cheryl is enjoying her role as “Nana” to her first grandchild. She now resides in Moose Creek with her husband Paul and son David.

Insurance products available through Cheryl Gravelle