Our Advisors

FINANCIAL PLANNING
TEAM

John V. Sabourin
Certified Financial Planner

Robert C. Kimball
Financial Advisor

Barry Laberge
Certified Financial Planner

Reg Whaley
Financial Advisor

Robert W. (Bob) Rowe
Certified Financial Planner

David S. Brady
Certified Financial Planner

Cathie James
Financial Advisor

Janet W. Peters
Certified Financial Planner

EMPLOYEE BENEFIT
PLANNING TEAM

John D. Harkins
Employee Benefits & Pensions Specialist

Gordon R. Hart
Employee Benefits & Pensions Specialist

J. Wayne Koch
Employee Benefits & Pensions Specialist

Kevin L. Routley
Employee Benefits & Pensions Specialist

Leanne Bayley
Employee Benefits Consultant

About Us

A Note from Selectpath
At Selectpath, one of our goals is to lead our business clients by example. While we are continually advising business owners how to properly protect their businesses and their family’s, we too have taken our own advice. As a mid-sized company we have implemented prudent protection and succession strategies and solutions to address the inherent risks and opportunities business ownership presents. We’d be happy to share our experiences, expertise and insight with you. If you haven’t already read our eBook, “EIGHT Success Strategies for Business Owners”, we invite you to download it or contact us and we’d be happy to mail you a copy. As always, our interest is helping you achieve success in your business and in your life. Let us now how we can assist you in your journey.

NEW OFFICE IN SARNIA...
In an effort to better serve our clients, their families and friends, we’ve opened an office in Sarnia. We’ve brought on several senior financial advisors who share the same philosophies as Selectpath. You can read more about the details in our Press Release.

Overview
The results of the 2004 CIBC Small Business Outlook Poll suggested that “One-fifth of small business owners (or more than 500,000) are planning to retire within the next five years, and another 30 percent will retire by 2020. That is, within the coming 15 years, more than half of the country’s current small business owners are expected to retire.”

Read More: Why an Individual Pension Plan (IPP) ?

Are you retired? About to retire? Starting in 2007, there are a number of new ways you can take advantage of splitting retirement income with your partner or spouse. Depending on the differences in your incomes, you may be able to increase your after-tax income by several thousand dollars a year.

Read More: What is Income Splitting and How Does it Work?

No communication, article, information or advice on this web site constitutes or implies in any way a solicitation of business. Please remember that while strategies outlined within this newsletter may be appropriate for some investors, you should always consult a financial advisor to determine if they are appropriate for you.