D.R. JOHNSON FINANCIAL SERVICES - Key Persons
Alison supports clients in all aspects of their insurance needs. She is the firm's inhouse insurance expert who provides assistance with various risk management solutions including life insurance, disability insurance, critical illness insurance, personal health and dental coverage and travel insurance. Alison's primary objective is to help clients understand and manage their insurance programs.
Prior to entering the financial services industry, Alison graduated from the University of Waterloo with a degree in working with children with special needs. In 1993 she started working with David and obtained her life insurance license and several designations related to the insurance industry. Her current designation of Certified Health Insurance Specialist (CHS) is recognized by The Financial Advisors Association of Canada. Alison takes pride in continuously maintaining and enhancing her knowledge of risk management and insurance planning.
Alison is married with 3 grown children. Outside of work she enjoys time with friends, yoga and spending time with her aging parents as well as supporting her community. Enjoying her country property and working in her substantial flowerbeds allows her time outdoors with her 2 dogs.
Job Titles:
- Senior Financial Advisor, Manulife Securities Incorporated
David continues to provide trusted financial advice and guidance to clientele built over years of unwavering service. His objective is and always has been to help clients feel happy and secure through customized planning and arrangement of their financial affairs.
As the organization's founder and an industry veteran of over 35 years David's experience has been invaluable to clients as they financially navigate the complexities of modern life. During his business tenure the firm has grown and developed into a truly family business and David has continued through education to upgrade his knowledge earning several industry designations to better serve his clients.
Job Titles:
- Investment Advisor Assistant - Manulife Securities Incorporated
Matt directly supports the lead advisors by providing research, analysis, and with the management and implementation of client portfolios. He focuses on taking a comprehensive approach in helping clients meet their financial goals, values, and objectives.
Matt discovered his true passion for finance while attending the Financial Planning Services program at Conestoga College. He obtained his Qualified Associate Financial Planner designation shortly after graduating and continues to pursue additional certifications to ensure he is continuously expanding his knowledge and skillset.
When he's not working, Matt enjoys playing golf, being on the water and spending time with friends and family.
Job Titles:
- Administrative Assistant - Manulife Securities Incorporated - D.R Johnson Financial Services Inc.
Nicole is often the first voice clients hear when calling the office. She has a diverse set of responsibilities at the firm handling many administrative tasks to ensure functionality and coordination amongst the team. Nicole works closely with David and Steven to assist with account transfers, meeting preparation and processing.
After graduating from Conestoga College, Nicole started her career in the financial services industry in 2011 and joined the team at D.R. Johnson Financial Services in 2018. Over the years she has obtained her life insurance license and is consistently taking courses and webinars to expand her knowledge and skills in the financial industry.
When Nicole is out of the office she enjoys reading, teaching zumba and spending time with her husband, family and friends.
Job Titles:
- Financial Advisor, Manulife Securities Incorporated
Sarah enjoys working with her clients to develop goals and to create a personalized road map to help ensure those goals are achieved. Her objective is to empower clients to make informed decisions about their finances. She also offers income tax preparation under her tax firm, Lifford Tax Services, optimizing tax strategies for her clients.
Sarah is approaching 10 years of working in the financial services industry. After graduating from Wilfrid Laurier University, she took accounting courses at Conestoga College but soon discovered that finance was her true calling. Sarah is very interested in professional development and continues to pursue ongoing education and designations.
In her spare time, Sarah enjoys spending time with her friends and family. She also enjoys reading, completing DIY/craft projects and volunteering in the community. If you ever need a book recommendation, she's the one to ask!
Job Titles:
- Financial Advisor, Manulife Securities Incorporated