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CommonWealth welcomes Heather Balke!

Jan 25, 2017

CommonWealth welcomes Heather Balke as a new addition to our business development team. She will be growing our Tri-State United States exposure, using a combination both business development and marketing efforts. 

Prior to joining CommonWealth, Heather worked as the VP of Business Development at Wells Fargo, the Associate Director of Prime Services at Barclays Capital and a Financial Advisor at UBS. Heather received a Masters in Finance Degree from Baruch College and her bachelor of Finance and Philosophy from Fordham University. 

We are very excited to welcome Heather to our team!

About CommonWealth Fund Services Ltd.

Founded in 2007, CommonWealth Fund Services Ltd. is a Canadian fund administrator servicing 100 domestic and offshore investment funds totalling more than $7.5 billion in assets. CommonWealth calculates fund net asset values on a daily, weekly, monthly, or quarterly basis, acts as transfer agent, and supports its clients with financial statement and tax return preparation. The firm has its Section 3416 qualification. CommonWealth’s parent company, Caledon Trust Company, is federally chartered and regulated by the Office of the Superintendent of Financial Institutions. Caledon acts as trustee for many funds which CommonWealth administers. Further information on CommonWealth is available on the company’s web site at www.commonwealthfundservices.com.