New Faces in our office

November 14, 2017

As our business grows and as my long time and beloved assistant Nancy’s retirement looms, we have been adding to our support staff and you may be getting emails or calls from a few new people.

Kam Yuen comes to us from another financial planning firm with over 15 years experience in the industry and having completed his compliance licensing. Don’t allow his quiet demeanor throw you, he knows his stuff and has learned our systems quickly. He makes sure we complete our documentation correctly.

Sarah McCallum is coming back to financial services having spent a few years with Sun Life and then in administration with non-profit company. We are giving her time and a lot of training to get her up to speed. You will most likely be hearing her voice when you call reception.

Nickie Anderson has moved to part time and is in two days a week – typically Tuesdays and Thursdays. Nancy Penk started working with me in 1997 and her husband retired a year or so ago so is now on half days and will be until April – maybe May?? She needs to get used to not doing anything all day – personally, I don’t think she can.

Economic News with Clément Gignac

Clément Gignac is Senior Vice-President and Chief Economist at iA Financial Group. He serves as the company spokesperson on economic matters. He is one of the only economists who is accountable for his outlooks – he oversees a number of investment funds distributed by one of the iA Financial Group subsidiaries, IA Clarington. I review every key economic outlook he publishes.

Background – CLICK HERE

Clément’s posts on the economy can be found here: CLICK HERE

Did you know?

I am a registered financial advisor with FundEX Investments Inc – a national investment dealer with over 500 representatives and $15B under management.   FundEX is part of the Industrial Alliance Financial Group which includes 12 other investment dealers, managers and insurance agencies with over $80B under management. For our heritage, click below.


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