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Jarett Kobe: Financial Advisor. Jarett has life insurance and mutual funds licenses and is qualified to assist you with your financial plans as well as any questions you may have. He is responsible for preparation of client presentations, marketing and product research. Jarett is a lifelong resident of Grand Bend and a welcome addition to our office. |
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Sandra Dwyer: Client Service Specialist. We are pleased to welcome the newest member of our team. Sandra is often the first person you will encounter in our office. Her knowledge and organizational skills enable her to provide effective client support. She is ready to help you with your enquiries and get the answers you need. |
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Angela Beierling: Transaction Specialist. Angela uses her extensive life industry background to assist Brian with many of the technical questions from his clients. She is also responsible for monitoring all financial and insurance transactions to ensure their accuracy and completeness. Since joining our team in 2004 she has provided the extra measure of service our clients have come to expect. |
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Rob Dionne, BA: Research Assistant. Rob uses his extensive experience in the financial services industry to assist in client service, book-keeping and office administration. |
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Irene Hall, BA: Office Manager. Irene is responsible for the administration and organization of the office. She has a mutual funds license and is able to assist you with any questions you may have. |
