Saturday, November 01, 2014

OUR SPECIALISTS: John | Bob | David | Barry | Rob | Cathie | Janet | Deborah | Reg | Paul | Rodger

John V. Sabourin

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 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.

Robert W. Rowe

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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.

David S. Brady

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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.

Barry Laberge

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

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.

Robert C. Kimball

Robert C. Kimball, CSA, RHU
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)

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.

Cathie James

Cathie James, PHP
Financial 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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.

Janet W. Peters

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. Download a Team Profile (PDF)
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Account Representative of Manulife Securities International – A Mutual Fund Dealership.

Janet W. Peters

Deborah Brady, BBA, M.Sc.
Financial Advisorr
London Office

  • Bachelor of Business Administration (Finance and Marketing), University of Texas
  • Masters of Science (Business Policy and Strategy) University of Texas

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.

Reg Whaley

Reg Whaley
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. BACK TO TOP

Account Representative of Manulife Securities International – A Mutual Fund Dealership.

Paul V. Sabourin

Paul V. Sabourin, CLU
Chartered Life Underwriter (CLU)
London Office

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


Rodger Cleland

Rodger Cleland, EPC
Financial Advisor

  • Elder Planning Counselor
  • Member in good standing with Advocis

Rodger entered the life insurance business in 1968 in the Home Office of Manulife Financial.  After twenty years in administration and sales management, including four years as Branch Manager, he devoted his career to the role of independent financial advisor. Rodger is an Elder Planning Counsellor with experience in insurance, financial and estate planning and investments.  Rodger specializes in income and estate planning at all stages of the life cycle.

Download a Team Profile (PDF)

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