Trusted Experience

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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 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.

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Judie Rice, CFP, CIM

Associate Portfolio Manager, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Judie Rice holds a Certified Financial Planner designation, a Chartered Investment Manager designation . 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 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.

In April of 2022, Judie completed her registration as an Associate Portfolio Manager. Providing discretionary investment advice, Judie manages individual and family wealth by developing a comprehensive understanding of her clients overall financial position.

judie.rice@manulifesecurities.ca

Barbara Fuller CFP, CHS, CCS

Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Barbara takes pride in building life-long relationships with her clients to meet their personal and corporate insurance and financial planning needs while helping them achieve their goals. Her passion is to protect their lifestyle with customized risk management and insurance planning and to preserve their estates with wise estate planning counsel.

She’s enjoyed working in Financial Planning and Insurance for over 25 years and formed her own company, Fuller Financial Group, working as an independent broker in Ontario. She is committed to ongoing education to keep her updated on current programs, products and trends. She has gained valuable experience over the years while assisting clients and businesses with their life, disability, critical illness and health insurance needs.

She qualified as a Life Member of the Million Dollar Round Table and is also a member of Advocis, the National Association for Insurance and Investment Professionals.

In her spare time, she enjoys the great outdoors and many individual and team sports, and spending time with her family.

b.fuller@manulifesecurities.ca

Get started with the Agentus Group today

519-842-8000