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Thursday, June 25, 2020

We are on Instagram and Facebook! Give us a follow :) www.facebook.com/huronshoresfg/ www.instagram.com/assantehsfg/

Posted at 01:25 PM

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Thursday, June 25, 2020

Your Huron Shores Financial Group! Cant wait to meet you :)

Posted at 01:23 PM

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Thursday, June 25, 2020

Meet Patsy! Service Associate

She has been a Service Associate with theHuron Shores Financial Group for over 20 years. She has successfully completed the Canadian Securities Course and the Professional Financial Planning course offered through the Canadian Securities Institute. Patsy works closely with and coordinates the delivery of superior service to the clients of theHuron Shores Financial Group. Patsy is capable of facilitating all client transactions and works closely with the team in investment related... more

Posted at 01:21 PM

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Thursday, June 25, 2020

Meet Karen! Administrative Associate

Karen is a Service Associate with the Huron Shores Financial Group. Karen joined the financial service industry over 20 years ago after completing the three year Business Administration Accounting program at Lambton College. Karen has successfully completed the Canadian Securities Course and Professional Financial Planning Course. Karen's primary responsibilities include taking care of client's financial needs and ensuring they receive the best possible service while... more

Posted at 01:20 PM

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Thursday, June 25, 2020

Meet Damon! Senior Financial Planning Advisor

Damon has been helping clients improve their financial well being since 1998. Prior to joining the Huron Shores Financial Group, Damon was an Investment Counsellor with United Financial (now Assante Private Client), a division of CI Private Counsel LP in their Private Client program. Like his wife Tasha, he graduated from McMaster University in 1994 with an Honours Bachelor of Commerce degree. Damon has since attained the Chartered Financial Analyst, Certified... more

Posted at 01:19 PM

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Thursday, June 25, 2020

Meet Justine! Certified Financial Planner. Justine earned an Honours Business Administration degree from the Ivey Business School at the University of Western Ontario and began working at Assante Capital Management Ltd. soon after. She joined the Huron Shores Financial Group in 2017 and completed the Certified Financial Planner designation in 2018. She has a passion for helping clients achieve their financial goals and shares a genuine interest in her client's future. Justine is also a licensed Advisor with Assante Estate... more

Posted at 01:17 PM

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Thursday, June 25, 2020

Meet Tasha! Senior Financial Planning Advisor

Tasha has been helping families achieve their financial goals since 1995. Tasha was a Financial Advisor with CIBC Investor Services Inc. for 15 years prior to joining the Huron Shores Financial Group in 2012. Tasha earned an Honours Bachelor of Commerce degree in 1994 from McMaster University and has since attained the Certified Financial Planner, Registered Retirement Consultant, Financial Management Advisor and Canadian Investment Manager designations. Tasha is... more

Posted at 01:15 PM

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Thursday, June 25, 2020

Meet Ted! Senior Financial Planner,

Assistant Branch Manager, Branch Owner

Ted has been providing financial services to his clients since 1987. His successful track record demonstrates his ability and dedication in helping clients achieve their financial well-being. Ted completed the Canadian Securities Course in 1989, and earned the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council of Canada in 1996. He has consistently been awarded a place on the Assante... more

Posted at 01:12 PM

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Tuesday, August 20, 2013

Our Mission Statement: to enhance the prosperity, securtiy and hapiness of our clients and their families by guiding them with professional advice and exceptional service.

Posted at 01:00 PM