President, Life insurance Agent, Greenridge Financial Group Inc. Senior Financial Advisor, Manulife Securities Incorporated
Dino helps individuals, Executives, Business Owners and Corporations with all their financial planning needs. These dealings include Risk Management, Cash Flow Planning, Corporate and Personal Wealth Management, and Insurance and Estate Planning.
Dino has been providing guidance to clients since 1999. Dino holds his Certified Financial Planner (CFP) Designation and has enhanced his accreditation by obtaining a Financial Management Advisor (FMA) designation. Dino is IIROC licensed and Life licensed.
Dino is a long time resident of Burlington and is married to his wife Katy and they have 3 wonderful children, Giuliana(7), Ella(5) and Lorenzo(3). He is actively involved with Soccer programs within his local community.
Business Coordinator, Greenridge Financial Group Inc. Client Services Coordinator, Manulfie Securities Incorporated
Ana focuses on working with clients on their life insurance requirements. Together, she ensures that clients are being provided with the appropriate coverages needed for their current and long-term needs. Other duties include handling client inquires, maintaining client relationships and other administrative duties for Greenridge clients.
Ana has been in financial services industry for over 34 years. Prior to joining Greenridge, her previous roles have provided her with the knowledge and experience in dealing with individuals, executives and corporations with respect to their estate and corporate insurance needs. Ana has been Life Licensed for over 25 years and is able to provide Life Insurance, Disability and Critical Illness Insurance.
Ana is married to Gerry and they enjoy spending quality time with their grandson Jaxon, as well as family and friends.
Client Services Coordinator, Greenridge Financial Group Inc. Investment Advisor Assistant, Manulife Securities Incorporated
Rhonda focuses on the Advisor/Client relationship throughout the asset accumulation stage into and through the income distribution goals of the retiree. She employs a detailed method in establishing risk tolerant investment plans specific to the individual clients’ particular investment needs and goals. Her prime objective is to offer a comfortable approach during the savings years into the retirement income commencement and maintenance stages. She is very aware that each client has their own unique planning needs and concerns.
Her vast Industry experience includes 18 years with CBA and prior, 16 years with large brokerage firms in downtown Toronto. She holds the following Industry Licensure: Securities (IIROC), Life (FSCO); Labour Sponsored Investment Fund (LSIF), Exchange Traded Funds (ETF) and holds a completion certificate for the qualifying courses in the Certified Financial Planning Education Program.
In her free time, she is an active volunteer with the Kiwanis Club of Elmira as well as an enthusiastic golfer with 2-hole’s-in-one to her credit and she dreams one day of having bragging rights to an ‘albatross’.
Bernard works through SJB Bookeeping & Accounting Inc.
Bernie has been working in the accounting industry since 1973, specializing in personal and corporate taxes. Prior to starting his own bookkeeping and accounting company, Bernie gained considerable knowledge and experience working in various accounting positions in the corporate sector as well as at chartered accountants’ offices. Working closely with our clients, Bernie is able to provide customized services to meet each client’s individual requirements.
For over twenty-five years, in his spare time, Bernie volunteered at the Burlington Youth Soccer Club as a rep soccer coach as well as coaching In the Markham and Richmond Hill areas.
Bernie currently lives in the Puslinch area with his wife Lynne and his Cavalier King Charles Spaniel, Bailey.