Education
Fellow of the Canadian Securities Institute (FSCI) designation, 2005
Financial Management Advisor (FMA) designation, 2004
Life Insurance Agent (Financial Services Commission of Ontario), 2000
B. A. Wilfrid Laurier University, Waterloo, 1996
Accomplishments
Client Service Excellence Top One Percent, 2015
Client Service Excellence Top Twenty-Five Percent, 2011-present
Ted Jones Spirit of Caring Award, 2013
Edward Jones Exceeding Conference, 2015, 2016, 2017, 2018, 2021
Community Involvement
Board member of Granite Masonic Corporation
Member of the Parry Sound Community Band / Georgian Bay Winds
Volunteer for seniors and youth organizations
Family & Interests
I was raised in Hanover and moved to Parry Sound in 1999. I am married to Jean and we have two sons, Connor & Manius. We were drawn to Parry Sound for our love of Georgian Bay. I am an avid fisherman and enjoy all forms of boating.
My Mission
I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help keep them on track.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Owner Considerations
- Wealth Strategies
- Education Savings Strategies
- Intergenerational Planning
Office Information
Phone Number
Glen MacGregor at (705) 774-9444- Nancy Goulay-Partridge
- Sr. Branch Office Administrator
- Karen Sebben
- Branch Office Administrator
Branch Team
Connect on Social
- Nancy Goulay-Partridge
- Sr. Branch Office Administrator
- Karen Sebben
- Branch Office Administrator
Branch Team
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.
Learn More