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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: 519-833-4433 | 519-822-2073 x102
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205 | 519-822-8518
45 Speedvale Ave, Suite 4
Guelph. N1H1J2
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 is a Financial Planner and has spent the last 12 years serving high-net-worth investors and their families. Prior to 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 8, 6 & 3. It’s all work and family right now, but Dave enjoys strength training and swimming before sunrise. Alarm set for 4:45AM.
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 fiancée in Guelph and is an avid golfer, triathlete, and overall sport enthusiast always looking for a challenge.
Telephone: 519-833-4433 x0
Toll-free: 1-866-759-2050
Fax: 1-866-812-9205
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. Industry-related education is the course of action on route to becoming a fully-licensed assistant.
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 kick-boxer, don’t you know!
Living with her husband not far from Erin, she enjoys frequent visits from their 2 adult sons and their growing family.
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.
**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.
226 Main Street, P.O. Box 1005
Erin ON, N0B 1T0
Business: (519) 833-4433
Toll Free: 1 (866) 759-2050
If you would like access to view your Manulife accounts online, please contact our Office Administrator, Debra at (519) 833-4433.
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?
