yourCFO - Corporate

mhamel@yourCFOinc.com

Since joining the financial services industry in 1998, Marc’s commitment to his clients has allowed him to develop an expertise in managing the wealth management issues for successful family businesses, professionals, executives and trusts. Marc has attained his Canadian Investment Manager (CIM) Designation, as well as the coveted Certified Hedge Fund Specialist (CHFS) Designation. He is a Professional Engineer, and a qualified Branch Manager. He is a past Chairman for Big Brothers, and continues to be actively involved with a variety of community organizations.

mdillen@yourCFOinc.com

Having entered the financial services industry in 1993 and having experience in various advisory capacities, Mike Dillen is responsible for providing his clients with consistent, comprehensive investment, tax and estate planning advice, to assist them in achieving their goals. Mike is a Chartered Account, and also holds a Bachelor of Arts in Economics degree and an Honours Bachelor of Commerce degree. He is also licensed to sell insurance products, and offers estate-planning strategies to his clients.

kcurren@yourCFOinc.com

Ken has been a financial advisor since joining his father, Alan Curren, in partnership in 1990. Over the years Ken built up his client base and attained the status of Certified Financial Planner in 1995. Ken has a diverse range of clients including business owners, professionals, executives, retirees and people at all stages in their careers. He specializes in investment and retirement planning, group RRSP's, as well as estate planning and life insurance. Ken graduated with a B.A. from the University of Toronto in 1984 and an M.B.A. from McGill University in 1989.

acurren@yourCFOinc.com

Alan has been actively involved in the financial services industry for the past fifty years. After completing a commerce degree at Dalhousie University, he moved to Ontario. Since securing his Chartered Life Underwriter designation he has enjoyed working in retirement planning, estate planning – indeed in most areas of financial planning.

wmcguinness@yourCFOinc.com

With over 18 years of experience in the financial services industry, Willy brings not only a wealth of knowledge but also an unsurpassed level of dedication to her clients. With a fundamental understanding of your personal tax situation, and experience in personal life insurance solutions, Willy works closely with clients to provide a detailed, long-term financial plan that meets clients’ needs and objectives. Willy is actively involved in her community, and is Chairman of the Board at the Foundation of Resources for Teens (F.O.R.T.).

nchamberlain@yourCFOinc.com

Nicole is dedicated to creating comprehensive wealth solutions for clients. Nicole has attained the Certified Financial Planner® (CFP) designation, which is the industry gold standard in financial planning, adhering to strict standards of competence and ethics. Nicole is also a Gerontologist, which allows her to prepare her clients for the wealth and health issues that can arise in retirement. Nicole is an active volunteer with the Victorian Order of Nurses S.M.A.R.T. (Seniors Maintaining Active Roles Together) home exercise program.