Assistant Investment Manager
I am of Swiss/Colombian heritage which explains my obsession with efficiency and my love for people. This blend makes me a curious, outgoing and caring individual that likes an adventure. This adventurous spirit led me to live in some very diverse parts of the world from China, to the UK, Colombia to Australia and Switzerland, where I worked for a period in private banking.
After moving to Guernsey, I joined the company in 2021 in the client services team and have progressed into my current role where I am driven to learn more, help individuals reach their financial goals and deliver an excellent service to our clients.
I am an associate member of the Chartered Institute for Securities & Investment and hold the International Certificate in Wealth and Investment management.
A bit about me:
Outside of work I enjoy spending time with my husband, whether its at the beach swimming or on the slopes snowboarding. I also have a passion for traveling, exploring different countries, experiencing different cultures and trying various types of food. Locally, I take pleasure in hosting friends and going for walks.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Cando signifies our ability to accomplish anything and reach higher goals by working collaboratively as a team, valuing each other as unique individuals.
Contact:
margarita.shilling@canaccord.com
+44 1481 733967
View Margarita Shilling's profile on LinkedIn