Providing great customer service is Andrew’s mantra. He loves the challenge of working with Southport clients to develop tailored financial plans that achieve results. Andrew started in the industry 10 years ago following a successful sales and marketing career in several client-focused industries. His goal was to become a leading financial management and insurance consultant
With an extensive career of over two decades in financial services Ron’s name is synonymous with integrity and trust – lending his expertise to building wealth for families or transferring assets as the next generation steps forward. Ron continues to provide excellent wealth management and insurance solutions for Southport clients ensuring their needs are met.
To say Wendy is efficient and organized is an understatement. Wendy started her career in banking and customer service and for the past 15 years has been managing people. Including managing a busy, young family. Wendy is a great problem solver and will be your liaison with our vendors. She keeps us all on our
Mark is passionate about helping clients manage their assets. A 22-year veteran of the industry, Mark honed his skills at one of Canada’s largest insurance companies. As a senior manager at Great West Life, he learned the importance of long term planning and is an advocate of developing strategic plans for clients to help them
