Financial Advisor - Mutual Fund Representative
Through decades in the business and helping clients through a wide array of experiences Doug is suited to help you with tax planning, retirement savings, and personal financial advice among other things. Doug has taken his experiences and uses them to help people who need it.
Mary has worked as an administrative assistant in the financial services industry since 1994. Although she has only been a part of Doug’s team since August 2016, she is a familiar face to most of his client’s having worked for his father Tom from 1998 to 2003.
She is a very dedicated individual who performs a wide variety of administrative tasks to ensure the smooth, efficient processing of client documentation and exceptional client service.
Recently graduated from Saint Francis Xavier University where he earned a Bachelor in Business Administration with a major in finance. Caleb started work at Ramsey T&D Financial shortly after graduating and went through the process to become a Licensed Assistant. In doing this he completed the Canadian Investments Funds Course through the IFSE Institute, and became registered within the Nova Scotia Securities Commission.