Our Unique Team
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Stephanie Ferancik Office Manager stephanie@pensionspecialists.ca Stephanie has over 10 years experience, in the financial services industry. Her unique skills ensure that all paperwork and processing is completed expertly and accurately. Stephanie has a talent for problem solving and works with our team to make sure that our office and the client care centre runs efficiently. |
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Cheryl Dussault Client Care Associate clientcare@pensionspecialists.ca With over 20 years experience, Cheryl has provided valuable support to advisors and their clients in the Insurance and Investment Industry. She is responsible for looking after Ian and Shelley’s appointment schedules, seminar coordination, and providing support in the client care centre to provide timely communication to our clients. |
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Kristen Browne Client Care Associate receptionist@ipcdurham.com Kristen is a friendly and cheerful individual, who takes great pride in creating a pleasant and comfortable environment as the first contact for our team. She always welcomes our guests and clients with a warm smile; making a great first impression. Kristen is responsible to ensure that all telephone messages and personal enquiries are handled professionally and courteously. With her strong organization skills, she is a welcome addition to our team. |
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Sue Deperasinski Client Care Associate clientcare2@pensionspecialists.ca Sue is a dedicated individual who takes great pride in providing exceptional customer service. Her unique abilities and organizational skills are greatly utilized in her role as Project Manager. Sue’s ability to define objectives are an asset in assisting Ian & Shelley as well as our client care centre to provide efficient administration of our clients’ accounts and streamlining our office procedures. |
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Margaret Lower, MBA, CFP Financial Planner planning@pensionspecialists.ca As a Certified Financial Planner, Margaret assists Ian and Shelley with analyzing the client’s needs and developing solutions tailored to their unique situations. Her analysis includes assessment of the client’s financial position, retirement planning, tax and investment strategies, insurance analysis, presentation preparation, and estate planning. With 9 years of financial services experience, Margaret is an integral part of the planning team. |
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Kyle Vandeloo Financial Consultant kyle@pensionspecialists.ca As a fully qualified associate and assistant to Ian and Shelley, Kyle brings a high level of "youthful experience" to our clients and their families. Kyle's past accomplishments include a BSc. from Ottawa University and three years experience in the financial planning industry. Kyle's enthusiasm, spirit and personal commitment makes him a significant asset to our team. |
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.