OUR SPECIALISTS: John | Bob | David | Barry | Rob | Cathie | Janet | Deborah | Reg | Paul | Rodger
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 Canada’s 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. John’s 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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
Barry’s career in the financial services industry began in 1985. His depth of knowledge comes courtesy of many years experience at one of Canada’s 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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
Rob’s 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 world’s largest disability income supplier.
Rob specializes in comprehensive financial planning, with a particular focus on individuals seeking to accelerate wealth accumulation. Rob’s exceptional knowledge in structuring investment portfolios, along with proven experience in life and disability insurance, make him a well-rounded financial advisor. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
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Cathie James, PHP
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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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
Prior to joining Selectpath in 2010, Deborah honed her
financial analysis and customer services skills through
twenty-five years in corporate finance supporting small
start-up firms and multi-national corporations. Working
closely with David Brady (b.comm, ca, cfp), Deborah
is assisting clients in the accumulation and preservation
of wealth through effective financial planning.
Deborah's mission is to make sure her clients are on
The Right Path™ to financial security and success.
This means listening to and understanding clients
before designing and implementing solutions.
Deborah is also involved with animal rescue and holistic
pet care. She has volunteered in leadership roles and
fundraising activities with Humane Society, Society
for the Prevention of Cruelty to Animals (SPCA),
Fossil Rim Wildlife Center, Guide Dogs of Canada,
St. John Ambulance, Animal Rescue Foundations, and
many other animal welfare organizations. Deborah
enjoys spending her free time outdoors with Jumping
"Jack" Flash, her Jack Russell Terrier.Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.
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. BACK TO TOP
Account Representative of Manulife Securities International – A Mutual Fund Dealership.
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Paul V. Sabourin, CLU Paul has served in the financial industry since the early 1950’s. 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, Paul’s steady insights into financing and insuring are invaluable to his clients and to the entire Selectpath team. BACK TO TOP |
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