What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

Bill McDonald

Financial Advisor*

Mutual Fund Investment Specialist**

Location

Manotick

Email

Angie MacEachern

CIP

Associate Financial Advisor*

Mutual Fund Investment Specialist**

Location

Manotick

Email

Brenda Derouin

Associate Insurance Advisor

Location

Manotick

Email

Daniel Christensen

BComm , CFP®

Associate Financial Planner*

Mutual Fund Investment Specialist**

For years, I have enjoyed working closely with clients, leveraging my passion to help people achieve their long-term financial goals and attain financial security for a bright and prosperous future.


As an Associate Financial Planner, I take the time to listen and understand your goals and needs. I put long-term beneficial relationships before products and work hard to help you choose solutions tailored to your unique personal situation.

 

I will assist you in managing your investments while providing integrated life insurance products, engaging in holistic financial planning and strategic wealth management.


Through in-depth fund examination, I will suggest only the very few optimal risk/reward funds from various most prestigious providers. I am able to gauge long-term market value and construct portfolios for your risk level, from no risk to high risk. I implement occasional proactive dynamic risk change suggestions, to best accommodate all the different stages of the market cycle with the goal of protecting or increasing your profits depending on the times. 


That is the value I am proud to provide to you.

Speciality

Investments, life insurance, proactive and dynamic financial planning

Hobbies

Hockey

Location

Manotick

Email

Michael McDonald

BSc

Associate Insurance Advisor*

Mutual Fund Investment Specialist**

Location

Manotick

Email

Neil Rideout

Associate Insurance Advisor III

Location

Manotick

Email

*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.

**Offering mutual funds through Co-operators Financial Investment Services.