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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Margaret Lower, MBA Client Care Specialist planning@pensionspecialists.ca With over 25 years of business experience, Margaret is involved in all areas of financial planning. She assists Ian and Shelley with analyzing the client’s situation and developing financial plans tailored to their unique situations. Margaret has recently successfully completed her CFP exam and is currently working towards her financial planning designation. |
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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. |
Personal Financial Website
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.