Guy Close Email & Phone Number

Barrie, ON, CA

Barrie, ON

As a trusted advisor my greatest strength is understanding the needs of my clients, leading them from a working life through to retirement, and finally helping the family deal with the loss of their loved one. Many of my clients have been clients of mine since I first reentered the business in 2001.I am trained in Advanced Financial Planning, Estate.

Barrie, ON

Financial Horizons Group, one of Canada’s largest MGA, I managed Central Ontario division of over 100 independent brokers. As a small office, my principle duty’s were:- to introduce, recruit and retain brokers to FHG;- set up professional development meetings;- quoting new business opportunities; and- putting out fires when they occurred.While managing the.

Barrie, Ontario

Working for the Kitchener branch of Desjardins Financial, I was an independent financial advisor, dual licenses (Mutual Funds, Insurance), working out the Barrie area. For the years 2010-2012 – I managed a sub-office out of Barrie, ON where I recruited 6 brokers (all new to the business). Was an annual attendee at the yearly conferences in Montreal, Quebec.

Manager for a team of 20 plus Licensed Life Insurance Advisors, for BMO Life in their call centre in Toronto, Ontario. BMO Life was one of the first to offer a Term only life product that was sold exclusively over the phone. In our 2005-2006 year we exceeded over 6,400 net sales for the year, which was an average of 25 sales per advisor/month. For that I.

Collingwood, ON

As an independent advisor, dual licensed in mutual funds, and insurance, I grew a book of business from scratch to over 300 clients in 3 years, in both investment and insurance clients. During this time, I was approached to manage a team of insurance advisors with a Canada Life initiative called: Canadian Worksite Marketing Group – a company managed by an.

Barrie Regional Office (Collingwood)

Financial Consultant to clients thoughout Southern Ontario - both Life - Disability - and mutual funds

Vancouver, BC

Provided consultative services for several public companies which were listed on the Vancouver Stock Exchange -

Publisher for the largest West Coast Publisher of Trade Magazines with titles: Westcoast Fisherman, Westcoast Mariner, Westcoast Logger, Westcoast Hospitality - specialty publisher of seniors and trade directories

Certified Financial Planner (Cfp), Financial Planning And Services

Epc - Elder Planning Counsellor, Assisting Those Transitioning From Work To Retirement, And With Health, And Wealth Issues

Education record