Ms Holbrook joined Patrimoine in January 2012 to fulfill a new role as administrator with responsibility for overseeing client portfolios within the investment counsellor section of the firm.
Ms Holbrook has spent a large part of her career working within the Canadian broking sector. She managed the back office of Yorkton Securities Inc., London from April 1984 to August 1996 before moving to an FSA registered boutique portfolio management company, specialising in the North American natural resource sector. During her 15-year tenure, she became a director, compliance offer and company secretary with various responsibilities including company prudence, trading and the back office function.
Jan has passed the Canadian Securities Course, the SFA Registered Representative examination and the FSA Regulation and Professional Integrity exam Level 4.