| OUR
SPECIALISTS: John | Bob
| David | Barry | Rob
| Cathie | Janet | Reg
| Paul
John
V. Sabourin, CFP, FLMI
Certified Financial Planner
Partner
London Office
- Bachelor
of Arts, University of Western Ontario
- Bachelor
of Commerce, University of Windsor
- Professional
Credential of Certified Financial Planner (CFP)
- Fellow
of the Life Management Institute (FLMI)
- Member
in good standing with Advocis
- Member
of Canadian Association of Family Enterprise (CAFE)
John is
a founding partner of Selectpath. He started his career in
the financial services industry in 1990. Prior to establishing
himself as an independent financial advisor, John worked for
seven years for one of Canadas largest financial service
providers.
As a CFP,
John has met and exceeded the education, examination, experience
and ethical requirements as set by the Financial Planners
Standards Council. Johns training and experience have
lead in a natural focus on financial planning advice for business
owners and retirees, with a particular emphasis on wealth
preservation and management. Other areas of expertise include
financial planning, needs assessment, investment management,
insurance, retirement planning, estate and basic tax planning.
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
Robert W. (Bob) Rowe,
CFP, CLU
Certified Financial Planner
Sarnia Office
- Certified
Financial Planner
- Chartered
Life Underwriter
- Canadian
Institute of Chartered Life Underwriters
- Financial
Planning Standards Council
- Advocis
– The Financial Advisors Association of Canada
Bob has
spent last 28 years as an independent financial advisor, including
time as an estate planning consultant for a major Canadian
insurer. Prior to entering the financial services industry,
he was a secondary school teacher.
Bob has
expertise in insurance, financial, investment and estate planning.
His primary focus is assisting the 60 plus age group in reducing
taxes, increasing income and enhancing wealth. Through the
right combination of products and preparation, Bob guides
clients in the accumulation, preservation and ultimately the
most tax effective transfer of assets to spouses, heirs and
charities. BACK
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
David S. Brady, B.Comm,
C.A., CFP
Certified Financial Planner
SouthWest London Office
- Chartered
Accountant
- Certified
Financial Planner
- Institute
of Chartered Accountants of Ontario
- Advocis-The
Financial Advisors Association of Canada
- Financial
Planners Standards Council (CFP)
-
President, Entrepreneurial Chartered Accountants of London
- Treasurer,
Rotary Club of London Foundation
- Board
Member, Better Business Bureau of Southwestern Ontario
- Board
Member, Estate Planners Council of London
David’s
career in the financial service industry began as a Chartered
Accountant in 1962. After seven years as an Accounting and
Tax specialist, he spent 20 years in the Real Estate investment
and management business in Quebec, Texas and Ontario. He received
his Ontario Securities licence in 1989, and created Southwest
Financial Services Inc. in 1992 to become a full service financial
planning business; offering Life, Health and Travel Insurance,
Mutual Funds, and Segregated Funds; along with investment,
taxation and retirement planning services. In 2005, Southwest
merged with Rowe Financial Services, who were then acquired
by Selectpath in 2007.
David
considers himself a well-rounded generalist in the financial
planning industry; however, he considers his specialties to
be investment management and Tax and Estate planning for individuals
and small businesses. BACK
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
Barry
Laberge, CFP, CLU, Ch.F.C., RPA.
Certified Financial Planner
London Office
- Bachelor
of Commerce, Concordia University
- Professional
Credentials of Certified Financial Planner (CFP), Chartered
Life Underwriter (CLU), Chartered Financial Consultant (Ch.F.C.)
and Retirement Planning Associate (RPA).
- Member
in good standing with Advocis
Barrys
career in the financial services industry began in 1985. His
depth of knowledge comes courtesy of many years experience
at one of Canadas largest financial service providers.
Barry is especially seasoned in retirement planning, His vast
experience in individual counseling, coupled with his dedication
to continued learning, makes Barry a celebrated member of
the Selectpath team. Barry concentrates on Group Retirement
Services, providing financial planning advice to members of
group RRSP and pension plans. BACK
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Account Representative of Manulife Securities
International A Mutual Fund Dealership.
Robert
C. Kimball, CSA, RHU
Senior Financial Advisor
London Office
- Bachelor
of Arts, Economics, University of Western Ontario
- Professional
Credentials of Registered Health Underwriter (RHU) and Certified
Senior Advisor (CSA). Currently completing Certified Financial
Planner (CFP) designation.
- Canadian
Securities Course
- Member
in good standing with Advocis
- Member
of Canadian Association of Family Enterprise (CAFE)
Robs
career in the financial services industry began in 1989. Prior
to joining the Selectpath team and establishing himself as
an independent investment and insurance advisor, he worked
as the brokerage consultant for the worlds largest disability
income supplier.
Rob specializes
in comprehensive financial planning, with a particular focus
on individuals seeking to accelerate wealth accumulation.
Robs exceptional knowledge in structuring investment
portfolios, along with proven experience in life and disability
insurance, make him a well-rounded financial advisor.
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
Cathie
James, PHP
SeniorFinancial Advisor
Sarnia Office
- Canadian
Securities Course
- Conduct
and Practices Handbook
- Professional
Financial Planner (PFP)
- Member
in good standing with Advocis
Cathie’s
career in financial services began in 1972. Prior to joining
Selectpath she spent 24 years at a major chartered bank
followed by 7 years at one of Canada’s largest full
service brokerage firms.
Cathie’s
experience in all aspects of financial services has allowed
her to assist people of all ages achieve their financial goals
Her focus on Investment, Insurance and Retirement Planning
provides people with a plan that will assist them in the accumulation
and the preservation of wealth.
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
Janet
W. Peters,
CFP, CLU, Ch.F.C.
Certified Financial Planner
London Office
- Professional
Credentials of Certified Financial Planner (CFP)
- Chartered
Life Underwriter (CLU)
- Chartered
Financial Consultant (Ch.F.C.)
- Member
in good standing with Advocis
- Financial
Planners Standards Council (FPSC)
Janet’s
career in the financial services industry began with a 4-year
career with one of Canada’s leading banks with a switch,
in 1987, to a prominent Life Insurance Company where she gained
experience in providing service to new and existing clients
of the company.
Janet’s
training and experience have led to a focus on income protection
and investment planning for retirement. Other areas of expertise
include financial planning advice, needs assessment and insurance.
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
Reg
Whaley
Senior Financial Advisor
London Office
Reg has
assisted clients in the provision of financial services for
over twenty years after a successful stint in the paper industry
with a subsidiary of Abitibi Price. He began his financial
services career at Manulife Financial in 1984 and expanded
his expertise into all areas of insurance, group benefits
and investments.
Reg continues
to be very active in the community where he has been involved
with minor hockey, was a riding association president for
London-Middlesex, and is a past president of Highland Golf
and Country Club.
As a valued
member of the Selectpath team of advisors, Reg’s experience
and excellent relationships with his clients allow him to
provide consistent solutions to their financial needs and
to provide excellent ongoing advice and service.
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Account
Representative of Manulife Securities International
A Mutual Fund Dealership.
Paul
V. Sabourin, CLU
Chartered Life Underwriter (CLU)
London Office
Paul has
served in the financial industry since the early 1950s.
He began his career at Manulife Financial in 1954, from where
he expanded his experience into nearly all areas of the industry
and has filled roles in all levels of sales and management.
As a former
owner of a large, independent insurance agency and retired
senior executive, Pauls steady insights into financing
and insuring are invaluable to his clients and to the entire
Selectpath team. BACK TO
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