Client Services

As detail-oriented individuals, the WDS Client Services professionals focus on delivering exceptional client care. They have earned the confidence of WDS clients by conducting their daily responsibilities with accuracy, efficiency and discretion.

Karthiga Sahadevan Manager, Client Administration “Our servicing standards set us apart from our competitors.  I endeavour to find more efficient ways to service our clients so that from start to end the process is seamless.” Call Karthiga: 613.725.1800 ext. 231

Karthiga has been with WDS since 2004. She arrived with in-depth client servicing experience from RBC Dominion Securities and later with PWL Capital. In 2000, she completed the Canadian Securities Course with the Canadian Securities Institute. Redirecting her skills, she is responsible for WDS's internal client reporting processes, including the data integrity of our systems. Karthiga also supports portfolio managers with their daily functions.

Margaret Devlin Manager, Client Services and Development “Working directly with our clients is a privilege and responsibility that I take very seriously.  I go all-out to meet our clients’ expectations with an added personal touch.” Call Margaret: 613.725.1800 ext. 226

Margaret joined WDS in 2006 and has been integral to delivering exceptional client services ever since.  She works closely with portfolio managers to ensure timely communications with their clients.  Margaret completed both the Canadian Securities Course and the Professional Financial Planning Course with the Canadian Securities Institute.  Her previous private client experience was gained at TD Waterhouse, and as part of PWL Capital’s wealth management team. Margaret’s related focus involves internal and external client development activities.

Debbie Reed Manager, Client Operations “I take pride in providing our clients with smooth transaction processing and individualized attention for all their investment management needs.” Call Debbie: 613.725.1800 ext. 221

As WDS grew, Debbie joined in 2008 and handles all aspects of external client account operations in conjunction with our designated TD Waterhouse Institutional Services Account Manager.  In addition to her client services duties, she provides general office support.  Debbie gained her managerial skills while at Bell Canada and its affiliated companies.