Carmen Kalantzis
About Carmen Kalantzis
Carmen Kalantzis serves as the Director of Operations at Oakwater Wealth Counsel, where she fosters teamwork and continuous improvement while implementing innovative investment models. With a background in business administration and experience in talent acquisition, she contributes to strategic planning focused on client growth.
Work at Harbourfront Wealth Management
Carmen Kalantzis serves as the Director of Operations at Oakwater Wealth Counsel, which is part of Harbourfront Wealth Management. She has held this position since 2019. In her role, she focuses on fostering a culture of teamwork and continuous improvement within the organization. Additionally, she contributes to the development of strategic plans aimed at promoting growth and delivering positive outcomes for clients.
Education and Expertise
Carmen Kalantzis has a diverse educational background. She studied Office Management and Supervision at Duffus Business College, earning a diploma from 1978 to 1979. She also attended the British Columbia Institute of Technology, where she studied Business Administration and Management for one year in 1988. Her foundational education includes three years at Immaculate Conception Academy in San Francisco, CA, and one year at Richmond Senior Secondary in Richmond, BC.
Background
Before her current role, Carmen Kalantzis worked at Investors Group in Burnaby from 2014 to 2019, where she focused on talent acquisition and recruitment. This experience contributed to her expertise in human resources and operations management. Since joining Oakwater Wealth Counsel in 2019, she has also taken on the role of Recruitment Coordinator, further emphasizing her commitment to building effective teams.
Achievements
Carmen Kalantzis has played a significant role in implementing innovative investment models at Oakwater Wealth Counsel. Her contributions have been vital in shaping the organization's approach to investment strategies, ensuring they align with client needs and market trends. Her strategic planning efforts are focused on fostering growth and enhancing the overall client experience.