The Team

Unlike a typical relationship with one financial planner, at Durham Financial, we are proud of our dedication to providing a complete team effort to best serve our clients. The two principals, Sheila and Glenda, will determine a tailor-made solution to each client’s unique circumstances.

In support of Glenda and Sheila is over 120 combined years of financial experience. Durham Financial offers our clients the resources of:

• Two Para-planners to gather the information and assist with the analysis needed to prepare each financial plan
• A Compliance Officer to ensure we are compliant with Ontario Security Regulations
• An Office Manager to ensure our office runs smoothly and efficiently

Our team effort extends to the availability of the Assante Wealth Planning Group, including accountants and lawyers who have specialized knowledge and extensive experience in tax, estate, succession and financial planning for individuals, families and corporations in Canada.

Most important to us are the relationships built with each individual client. You will be an active participant in the development of a financial plan that fits your needs and satisfies your aspirations.