Robert Jackson

Fabian DeSantis

COORDINATOR, CLIENT TRANSITIONS

As the Client Transitions Coordinator, Fabian’s number one priority is no different than the rest of his teammates’: our clients. But what makes him the perfect person for the job is his infectiously positive, can-do attitude that uplifts his teammates, and everyone else around him. Working closely with Client Transitions Team Lead, Adam Murrell, his focus is on supporting and easing the transition for new clients who have taken the first step towards achieving their goals and securing their future.

Fabian believes that all clients, and investors alike, deserve to feel secure in their future; trust that their money is in good hands; and ultimately, enjoy the financial freedom they work so hard to achieve. That is why he joined Bellwether. He joined the team so that he could play a role in providing our clients with the gift of time. That is what motivates him everyday.

Fabian has an Honours Bachelor of Business Administration (Finance) from Sheridan College, and an Undergraduate Certificate in Creativity and Creative Problem Solving from Buffalo State, The State University of New York.

When he’s not at work, you’ll find Fabian on the golf course, at the gym, or spending some quality time with his family.

CONNECT

  • fabian.desantis@bellvest.ca
  • 905.337.2227 Ext. 209
  • Head Office — Oakville, ON
corporate office
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