Elizabeth Banks

Senior Project Manager

Given my passion for planning and watching people achieve their financial goals, becoming a financial planner was a natural fit. I take great pride in understanding my clients ‘why’ by asking the right questions and by using quantitative and qualitative analysis to reveal their goals, identify potential obstacles to those goals, and then provide solutions to those obstacles. I believe that building a strong, trust-based relationship with my clients is the best way to earn their business.

 
 

Question & Answers

 
  • As a project manager at WealthCo, I bring strong organizational skills, clear communication, and a collaborative approach to every project. I thrive on creating efficient workflows, solving challenges, and keeping teams aligned to deliver results. My focus is on ensuring projects run smoothly, meet deadlines, and achieve goals while maintaining a positive and supportive environment. I am excited to contribute to WealthCo’s success by helping turn ideas into actionable outcomes.

  • Seeing the Palace of Versailes has always been a dream of mine and holds a special place on my bucket list. The chance to walk through its grand halls, marvel at the intricate details of the architecture, and experience the timeless beauty of its gardens would be unforgettable. The Hall of Mirrors,in particular, captures my imagination with its historical significance and elegance. Visiting Versailles would be more than just sightseeing – it would be a chance to immerse myself in history, culture, and the legacy of one of the most iconic landmarks in the world

  • My favourite thing about working at WealthCo. is the incredible people I get to work with, the interesting and challenging work we do, and the opportunity to make a real difference. I’m fortunate to work with a supportive and collaborative team, which makes each day enjoyable. I love being involved in projects that not only push me to grow professionally but also have a positive impact on the company and our clients. It’s the perfect combination of a great work environment, meaningful work, and the satisfaction of contributing to something bigger.