Jeremy Kralt is a Client Relationship Specialist. Jeremy has over 18 years of experience in the investment industry. Prior to joining Cardinal Point, he held positions with Connor Clark & Lunn, and Canaccord Capital. Jeremy has an extensive background in the operational area of investment organizations, including securities administration, managing client trade requests, reporting and reconciliations, securities delivery and tax preparation. At Cardinal Point, Jeremy is tasked with a variety of administrative duties along with his role as manager of client services where he is responsible for client documentation, and client service requests. Jeremy’s expert knowledge of the documentation and reporting processes in the investment industry allows us to provide a better experience for our clients and ensures that the administration of client accounts is handled as efficiently as possible. Jeremy is a Canadian Securities Operations Course, Chief Compliance Officer Course and Canadian Securities Course graduate.