Doug believes that the first step to assessing a client’s needs is to listen. Doug focuses on helping families, small business owners and professionals to achieve their financial dreams on time, while eliminating unforeseen risk on the journey to their financial independence.
Doug has been a strong advocate within his church family for many years and he currently acts as an auditor for reviewing the accuracy of their reports. He lives in Whitby with his wife.
Greg has been working in the financial services industry since 1997. He consults with business clients on their employee benefit programs and partnership insurance. Greg advises individual clients on their investment portfolios, pensions and insurance matters.
Greg is a past-President and an active member of the Rotary Club of Newmarket, a Paul Harris Fellow and a member of the Financial Advisors Association of Canada. Greg lives in Newmarket with his wife and their children.
Karin has been working in the business since 1992. Obtaining her Elder Planning Counselor designation in 2008 and her Certified Executor Advisor designation in 2016 she specializes in asset management for seniors.
Karin helps guide clients in arranging investment portfolios that provide lasting income and efficient intergenerational wealth transfer. Karin also provides investment advice and insurance planning for families.
Karin lives in Newmarket with her husband and their children.
Alina has been working in the office since 2016 in a client service capacity. She obtained her financial security advisor designation in 2021 in order to continue to serve our clients best needs.
Alina provides in-force administration support to our existing clients. In addition, Alina can provide insurance solutions that suits your family’s immediate and future needs. She also provides investment planning to help grow your future wealth, tailored to your specific needs. Alina lives in Newmarket with her family.
Sarah has been a valuable and positive team member working as a client service specialist since 2021. She has an extensive background in customer service, spanning more than 25 years, with experience in virtually every role in various organizations. Sarah looks forward to using her well rounded sense of professionalism and experience in assisting our clients with all of their needs in a timely and friendly manner.
Ken has been a dedicated and trusted financial security advisor since 1997, bringing over 25 years of experience to his clients. Throughout his career, he provided personalized advice on investment portfolios and insurance, always taking a holistic approach that prioritized understanding his clients' needs and risk tolerance. Ken's professionalism and commitment have been invaluable, both in his work and in his community service as a long-time member and past Treasurer of the Newmarket Lion's Club. After retiring in the summer of 2023, Ken looks forward to enjoying this next chapter with his wife, Teresa.
John retired in spring of 2021. We want to wish him and his wife Julia a very happy retirement. Please feel free to contact our offices if we can be of service at 1-800-665-8943.