Category Archives: our-team

Gavin is a chartered financial planner with 13 years experience in financial services, including previous associations with Abbey Life, Canada Life and Sun Life of Canada. Gavin’s core areas of expertise include annuities and retirement planning, investment portfolio wealth management and … Continue reading →

Paul has been working in Financial Services since 1989. He started his career with Manufacturers Life of Canada, which became Manulife Financial. He was employed as a Financial Adviser and Assistant Branch Manager utilising his management qualifications gained in a … Continue reading →

Mandy is a chartered financial planner who offers comprehensive financial planning services for both corporate and private clients. Clients are introduced to Mandy from professional firms of accountants and solicitors along with recommendations from satisfied clients. Clients can usually be … Continue reading →