Focused Wealthcare | Services

Click here to view the printer friendly version.


Executive Assistant

Work Experience: Nancy has over 25 years experience in the Financial Services Industry. After selling her Tax and Accounting business in 1989, Nancy taught accounting and economics at Confederation College and Ontario Business College. From 1994 to 2000, Nancy filled the role of Mutual Fund Branch Manager for Manulife Securities, and again 2002 to 2004. Nancy is Executive Assistant to David working on financial planning and handles all the office, financial and accounting duties for Focused WealthCare.

 


Education: Nancy holds a Level II life license in Ontario her Certified Financial Planner designation

Professional Memberships: The Financial Planning Standards Council of Canada

Community Involvement: Nancy is Past President of the Thunder Bay Kennel Club and loves to work with her Flat Coat Retreiver (Echo) since her Golden Retriever (Molly) has retired

Family Nancy and David have 5 children and 5 grandchildren

Nancy is  on a leave of absence
 

  Back 

Last edited: Thursday, January 12, 2012
Secure Login
CFP
Sencia, Corporate Web Solutions, Content Management Systems, Web Application Development
 

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.