Experience

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  Investment Planning Counsel

  • Peterborough, Ontario

  • CERTIFIED FINANCIAL PLANNER®

    • Aug 2015 - Present
    • Peterborough, Ontario

    Helping people develop plans and adhere to them even when that is difficult. It is the surest way to achieve your goals. Once you set the plan, you have to review it and measure the program so you know whether you are on track or not. If you don't know where you are going, any destination ...

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  HollisWealth Advisory Services Inc.

  • Peterborough, Ontario, Canada

  • CERTIFIED FINANCIAL PLANNER®

    • Jul 2007 - Jul 2015
    • Peterborough, Ontario, Canada

    What you keep after taxes is the key to how well you will do in the long term. Combine investment, tax and insurance knowledge in developing investment and financial plans for clients. Developing estate plans with wills, trusts and private companies by co-ordinating the efforts of all your othe...

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  Family Wealth Advisors Ltd.

  • Peterborough, Ontario, Canada

  • CERTIFIED FINANCIAL PLANNER® /Owner

    • May 2004 - Jun 2007
    • Peterborough, Ontario, Canada

    Group of affiliated advisors bought into Family Wealth Advisors Ltd., a mutual fund dealership and moved our personal practices to it. Our interest in the dealership was sold in June 2007. Moved to Dundee Wealth which owns Dundee Private Investors Inc.

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  Balanced Planning / Cartier Partners

  • Peterborough, Ontario Canada

  • CERTIFIED FINANCIAL PLANNER®

    • Mar 1996 - May 2004
    • Peterborough, Ontario Canada

    Joined Balanced Planning and became affiliated with a group of planners in Peterborough under the mentorship of Bill Raycroft. Balanced Planning was sold to BRM which was renamed Cartier Partners. Cartier was subsequently sold to Dundee Wealth.

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  Self Employed Insurance Representative

  • Peterborough, Ontario, Canada

  • Insurance Broker and Financial Planner

    • Jan 1990 - Feb 1996
    • Peterborough, Ontario, Canada

    Built up a general insurance, life insurance and financial planning practice. General insurance business was sold in 1995 so I could concentrate of the investment, insurance and financial planning portion of the practice.

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  Federated Insurance Company of Canada

  • Peterborough, Ontario, Canada

  • Insurance Representative

    • Feb 1978 - Dec 1989
    • Peterborough, Ontario, Canada

    Specialized in general insurance focused on a small number of industries. Also handled life insurance through this direct writing company and eventually some interest account investments. Lead the company for a number of years in retention of business.

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  The Peterborough Examiner

  • Peterborough, Ontario, Canada

  • Reporter/Editor/Columnist

    • Jun 1975 - Feb 1978
    • Peterborough, Ontario, Canada

    Hired by Thomson Newspaper chain. Started as a sports reporter, then editor. Held various editorial positions. In final year covered general news with a main responsibility on education and wrote a periodic column related to education issues.