Minerva CastanedaClient Services Associate
Minerva joined Everything Financial in 2022 as our Client Services Associate. She has a Bachelor’s Degree in Business Administration with a major in Marketing and Finance. Originally from Mexico, Minerva moved to Canada in 1997. From the time she completed the Canadian Securities Course until now, her focus has always been in the financial industry. She has worked extensively as an investment and insurance broker assistant, during which time she gained a great deal of experience completing and following up on insurance applications.
Minerva now works closely with Peter to meet our clients’ expectations regarding the ongoing development of their Omni Formula Financial Plan. She oversees all stages of the financial planning process and assists the advisors in both the Langley and White Rock offices with data entry, client follow up and appointment booking.
On weekends you can find her either on a walk with her 2 frenchies around her Coquitlam neighborhood, or out for a night of salsa dancing with her husband Alberto.Mc@everythingfinancial.com