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With so many options for advice and products available, it can sometimes be overwhelming to choose the best path for yourself. We help to evaluate your needs, investigate solutions and implement strategies. Friendly and prompt professional service is what our clients most appreciate about our team.
Telephone: 519-822-2322
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205
9 Woodlawn Rd E, Suite 101. Guelph, ON, N1H 0C1
Investment Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Headwaters Financial
Dave focuses on working with clients to create personalized retirement income plans that integrate workplace savings, personal plans, and government benefits, in addition to overseeing the portfolio design. Dave holds a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) Designation, spending the last 15 years serving high-net-worth investors and their families. Before joining the financial services industry, Dave spent several years working for a global pharmaceutical firm. He graduated from McMaster University in 2001 with an Honors Bachelor of Commerce degree. Dave lives in Kitchener with his wife and three kids, ages 11, 9 & 6. Dave is a sports and music enthusiast who enjoys strength training and swimming before sunrise. Alarm set for 5:05AM.
Telephone: 519-822-2322
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205
9 Woodlawn Rd E, Suite 101. Guelph, ON, N1H 0C1
Associate Advisor, Manulife Securities Incorporated,
Life Insurance Advisor, Headwaters Financial
Tom prides himself on working with clients to guide them along their personalized investment journey. Tom recognizes that each person’s circumstances are unique making it very important to plan, design and implement portfolios that meet each person’s individual financial goals.
Tom began working in the industry after completing his Honours Bachelor of Commerce degree, majoring in Economics & Finance at the University of Guelph. Tom has continued to pursue further education in the financial services industry by obtaining his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Tom lives with his wife in Guelph and is an avid golfer, triathlete, and overall sport enthusiast, always looking for a challenge.
Telephone: 519-822-2322
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205
9 Woodlawn Rd E, Suite 101. Guelph, ON, N1H 0C1
Investment Associate, Manulife Securities Incorporated
Who knew that previous careers in travel and decorating would lead Debra down the path of Financial Services? Associated with Manulife Securities offices since 2005, she has become a vital part of our firm.
Most of her personality traits can be attributed to being a “Sudbury girl.” Outdoor activities trump the gym (except when it’s minus 30), and no home improvement is too big for Debra to handle. Don’t let her size fool you; she’s a kickboxer, don’t you know!
Living with her husband in the Orangeville area, she enjoys frequent visits from their 2 adult sons and 4 grandchildren.
Telephone: 1-519-833-4433, x24
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205
Life Insurance Advisor, Headwaters Financial
With an extensive education in finance, economics and marketing from the Universities of Windsor and Western Ontario, along with Georgian College, Rod was destined to a career in financial services. The varied part-time jobs along the way also helped him to relate to the many different personalities of clients and co-workers.
He draws on the opinions of many investment fund managers, industry authors and respected peers to steer his own opinions and strategies.
Rod prides himself on the many quality relationships that he has, but is most proud of his 3 great kids. The small town of Erin is the perfect backdrop for their active lifestyle. Within his own backyard, Rod has been championed master skating-rink-maker by his son, and highest-trampoline-jumper by his two daughters. He can also be seen cycling, hiking or skiing on the extensive trail system within the Headwaters Region. The game of golf remains a mystery to him, but he hopes to one day break 100 again.
Telephone: 519-822-2322
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205
9 Woodlawn Rd E, Suite 101. Guelph, ON, N1H 0C1
Marketing Assistant, Headwaters Financial
Andrew is a recent graduate from the University of Guelph where he earned his Honours Bachelor of Commerce degree majoring in Economics & Finance. He was President of the Guelph Student Investment Council and successfully passed the Canadian Securities Course. He will be pursuing an array of Financial Services designations over the coming years. He currently lives in Georgetown and in his spare time enjoys travel, sports and reading.”
**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.
**Some Estate Planning strategies may require the involvement of a legal professional.
If you would like access to view your Manulife accounts online, please contact our Office Administrator, Debra at 519-822-2322.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
