Sarah Morrison joined Capital Transfer Agency in 2017. As Managing Director, Sarah specializes in business development, strategy, and all aspects of the trust and transfer business and provides expert advisory and strategy services to a variety of public and private companies. Sarah has over 18 years of experience in the financial services industry holding various roles in legal, compliance and corporate secretarial functions. In her spare time Sarah devotes her time to her family, namely her two children.

Sandra Presnail has been with Capital Transfer Agency since 2007 as Operations Manager. Sandra has spent her career in the financial services industry in various roles and functions. Sandra is experienced in all aspects of the transfer agency business and leads the more complex transactions. In her spare time Sandra is an avid golfer.

Danielle Cavalcante has been with Capital Transfer Agency since 2008. In her current role Danielle is responsible for corporate actions and leads our Annual Meeting Services for clients. Prior to joining CTA, Danielle was involved in investor relations. In her spare time Danielle enjoys spending time with her children and taking trips to the arcade.

Nick Vaswani joined Capital Transfer Agency in early 2019 in the role of Operations Associate. Nick has spent his career working in the financial services industry in various roles and brings previous transfer agency experience. Nick is a graduate of Carleton University in Ottawa, Canada where he majored in Economics. In his free time Nick devotes himself to various charitable causes.

Andrea Benzinger joined Capital Transfer Agency in 2019 as an Executive and Operations Associate. Andrea has 10 years of experience in the financial services industry and has previously worked as a corporate accountant. She is a graduate of the University of Western Ontario where she majored in Management and Organization studies.  In her spare time Andrea enjoys reading.

Dana Batal joined Capital Transfer Agency in 2019, upon relocating to Canada.  Dana holds  a bachelor’s degree in Trade and Economics and has over 10 years of project administration and managerial experience. In her spare time Dana enjoys playing basketball and volunteering to organize activities for the children of those who are new to Canada.

Holly Stewart joined the Capital Transfer Agency in 2020 to expand our reach to more issuers in search of a better transfer agency and corporate services experience. Holly is a recognized and experienced leader with over 14 years of experience in Sales, Customer Service, Finance, and Events Management.