Raquel Melo is the Office Manager and Executive Administrator at Our Family Office. In addition to providing executive support to the management team, she is also responsible for providing overall administrative support to the office. Raquel brings with her over twenty years of executive support experience, with a demonstrated history of success in the financial services industry. Raquel has a track record of strong performance in high-volume, high-pressure environments, she skillfully manages administrative duties and client relations.
Highlights of Raquel’s career to date include:
- SCM Securities LP: Prior to joining the firm, Raquel was the Office Manager and Executive Assistant to the President and CFO at SCM Securities LP.
- RealNet Canada Inc.: In advance of joining the wealth management firm she worked as the Administration Manager and Executive Assistant to the President at RealNet Canada Inc.
When away from the office, Raquel enjoys cycling, hiking, rowing, travel and spending time with family and friends.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?