Judie grew up in Tillsonburg and is proud to bring a valuable service to the community in which she works and lives.
Judie Rice, CFP, CIM
Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.
Judie Rice is a Certified Financial Planner, Chartered Investment Manager, and also holds a Business Administration Marketing diploma. With a mind for both business and finance, Judie knows the ins-and-outs of running a company. She has a broad range of education and experience allowing her insight into the financial issues business owners face.
Judie’s designation of Chartered Investment Manager shows that she has demonstrated the knowledge, skills and attributes necessary to evaluate and manage all aspects of a client’s investment portfolio. As a Certified Financial Planner she has achieved the industry gold standard in financial planning, meeting the strict standards required to receive this.
Judie holds 10 years experience working at the helm of a company specializing in recycled transformer oil and associated services. Throughout the years she has complemented her strong skill set and experience with additional schooling. Judie has completed all requirements of the Life License Qualification program and developed an in depth understanding of conduct and practices. She is accredited with the Building High Net Worth program, allowing her to utilize advanced strategies for accumulating and preserving wealth.
Ana joined our team in 2015. Ana is committed to providing dedicated and quality support to our clients. With experience in both the financial and business industries, Ana has all the skills needed to provide the high level of client communication and personal service that really makes the experience a pleasant one. Ana looks after all the scheduling, industry compliance, as well as prepare for client meetings. Ana enjoys spending time with her husband and three children, they enjoy boating, traveling and playing sports.
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and set your future in motion
It only takes a little commitment and discipline to grow your wealth. To ensure your family’s security and your own. To worry less, and enjoy more.
As a Certified Financial Planner, we can help you achieve your dreams, and the ones you didn’t even know you had. No matter your situation, we can start planning and ensuring your financial future right now.