Brandy Upstone

Brandy Upstone

Executive Assistant @ IG Wealth Management

About Brandy Upstone

Brandy Upstone is an Executive Assistant at IG Wealth Management, where she has worked since 2008. She specializes in organizing records for compliance and audits, and has experience in client service and event marketing.

Current Role at IG Wealth Management

Brandy Upstone has served as an Executive Assistant at IG Wealth Management since 2008. In this role, she organizes, files, and maintains records related to compliance, audits, complaints, events, and budgets. Her responsibilities also include compiling and analyzing reports for various functions such as recruiting, client acquisition, and event marketing. Upstone conducts research and implements processes that contribute to the success of marketing events.

Previous Experience at IG Wealth Management

Before her current position, Brandy Upstone worked at IG Wealth Management in several capacities. She was a Client Service Administrator for three months in 2006 in Halifax, NS, and served as an Administrative Assistant from 2006 to 2008 in Bedford, NS. In these roles, she gained experience in client service and administrative support, which laid the foundation for her current responsibilities.

Educational Background

Brandy Upstone has a diverse educational background. She studied at Agincourt Collegiate Institute and earned a Bilingual High School Diploma from 1994 to 1999. She then attended Sheridan College, where she studied Animal Care & Ethics and achieved a qualification in Animal Care from 1999 to 2000. Additionally, she studied Tourism and Travel Services Management at Eastern College from 2000 to 2002 and Wildlife, Fish and Wildlands Science and Management at Thomson Education Direct during the same period.

Prior Work Experience

Brandy Upstone has held various positions prior to her long tenure at IG Wealth Management. She worked as a Guest Service Representative at Howard Johnson in Dartmouth, NS, for eight months in 2004 to 2005. She also served as a Reservations Agent at Marriott Hotels in Halifax, NS, for nine months from 2005 to 2006. These roles contributed to her skills in customer service and administrative tasks.

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