Delphina Fitter
Delphina Fitter,
CLIENT SERVICE ASSOCIATE
I thrive in a fast-paced environment where I need to get tasks completed effectively and efficiently. Being able to adapt to various clients’ needs and proving outstanding customer service is my true strength.
Delphina Fitter – My Story
Working with clients and connecting with them on a personal level has always been a driving force for me. As a Client Service Associate, my job is to make sure everything goes smoothly on the back end so that our team can provide the best-in-class Family office service to all our clients.
After moving to Canada, I worked in credit counselling for a few years, which taught me the importance of financial planning and how it can change the course of someone’s life. So, I went back to school to study financial planning at Seneca College and subsequently completed my CSC, CPH, and WME. I believe in setting clear goals and challenging myself to achieve them.
When I’m not in the office, you will most likely find me exploring the outdoors. I love going out with friends, discovering new places and experiences. I enjoy going on hikes all around the Lower Mainland. Exploring the wilderness gives me time to reflect and encourages me to focus on the things that truly matter in life.
Education
- Bachelor’s degree, Business/Commerce, Mumbai University
- Canadian Securities Course (CSC®), Canadian Securities Institute
- Wealth Management Essentials (WME®), Canadian Securities Institute
- Life License Qualification Program (LLQP®), Insurance Corporation of British Columbia
- Conduct and Practices Handbook Course (CPH®), Canadian Securities Institute
Client
Testimonials
Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.
– Alan and Margaret