Dernière mise à jour : 2013-02-07

Mary E. Robertson, CFP, EPC, FDS

Information sur l'entreprise

Dénomination sociale :   Mary E. Robertson, CFP, EPC, FDS
Nom commercial :   Mary E. Robertson, CFP, EPC, FDS
Adresse postale 73 Popham Lane W R.R. 4 BRIGHTON, Ontario K0K 1H0	Adresse civique 73 Popham Lane W R.R. 4 BRIGHTON, Ontario K0K 1H0
Téléphone : (613) 475-9478
Poste : 1
Télécopieur : (613) 475-0531
Courrier électronique : mary.robertson@f55f.com
Site Web : http://www.maryrobertson.net

Information sur les personnes-ressources

Mary Robertson
	Titre :   Propriétaire
	Domaine de responsabilité :   Gestion
	Téléphone :   (613) 475-9478
	Poste :   1
	Télécopieur :   (613) 475-0531
	Courrier électronique :   mary.robertson@f55f.com

Description de l'entreprise

Planning is understanding where you are right now, learning where you want to be and your wants in life. I will work with you through the process to help you close any gaps in achieving your goals. The purpose of life planning is to clarify your vision of life and discover how to achieve that vision. Your insights will help you make informed decisions and feel in control. You create a satisfying vision of life in four areas: home, lifestyle, family and career.
Pays propriétaire :	Canada
Exportation :	Non
Industrie primaire (SCIAN) :	524299 - Toutes les autres activités liées à l'assurance
Autres industries (SCIAN) :	523930 - Services de conseils en placement 524112 - Sociétés d'assurance directe collective : vie, maladie et soins médicaux 524210 - Agences et courtiers d'assurance 541611 - Services de conseils en gestion administrative et générale
Activité principale de l'entreprise :	Services

Produit / Service / Licence

Nom du service :	Certified Financial Planner
Comprehensive Financial Planning - Financial planning is a process that provides you with impartial assistance in analyzing and organizing personal financial affairs in order to achieve financial and lifestyle goals. Financial planning consists of six distinct steps. Understanding what they entail and finding out if your planner understands how to use them to develop the best plan for you will help you determine if you are receiving the guidance you should expect. It is a six step process!
Nom du service :	Elder Planning Counselor
-Know and understand the issues and alternatives that are important and unique to senior life. -Respect your circumstances and confidentiality. -Provide guidance and assistance with your best interests in mind. -Create solutions that acknowledge your concerns and challenges. -Inconspicuously accommodate any age appropriate physical challenges and impairments that you may have to ensure your needs are met. I believe that working with my established and elder clients requires an overall understanding of all their relevant concerns. These needs evolve from their wage-earning years and continue to change as they get more established and age. I adhere to this "Code of Conduct": -Your needs and interests are always my first priority. -All of your personal and business information is completely confidential and will be used exclusively to help you and will not be released to anyone. Through regular continuing education, my business recommendations will take into account the latest expertise that applies to your situation. When you deal with an EPC you know you are dealing with someone who has your best interests at heart and is committed to excellence.
Nom du service :	Financial Divorce Specialist
I am an experienced financial planner who is trained in issues related to divorce, and who is required to meet high standards for continuing education. I identify the personal preferences, expectations and opportunities that my clients bring to the table, and to help design a settlement proposal that will maximize my clients' satisfaction within the available options. In particular, I offer the following services: -Educating the client about the tax and other financial consequences of retaining or giving up certain assets; -Understanding the value of pension plans and other investment instruments; -Developing a range of possible settlements or scenarios, and modeling the various long- term outcomes through the use of specialized software; and, -Counselling the client on budget management during a difficult period of transition. Clients receive the following benefit from working with me: -Data is tailored to the individual's situation; -I provide an objective viewpoint in an emotional situation; -The identification of available financial options provides for a speedier settlement that is acceptable to both parties, and it reduces stress for other family members. Other professionals receive the following benefits from working with me: -A broader perspective on financial and property options; -Precise modeling of agreements; -Enhancement of the positive working relationship between client and attorney; -A stronger legal position; and, -The availability of an objective expert.

Renseignements sectoriels

Témoignage :

“Mary is renowned for her immeasurable zest for life, her great strength of character, courage and determination.
She is celebrated for her indisputable leadership abilities, her relationship building skills and Financial Services Expertise.
Mary has played an integral role in my life as a friend, colleague and mentor and it is my honour to know her.” September 7, 2010

Belita Lowers, Manager Customer Service, TD Canada Trust
reported to Mary at TD Canada Trust


“Mary's extensive background in the Financial service industry along with her incredible customer focused approach has made Mary one of the top Financial service representatives in our region. Mary is dedicated to continuing her understanding and education of our industry at every opportunity. This is to ensure she has the best information possible for her clients. Mary is a perfect example of the consumate professional, she values her clients and community and ensures that they recieve the best service possible. If you are looking for a Financial planner that will look out for your best interests, by understanding you and your families goals, you need to speak with Mary..” March 9, 2009

Chad Buell, Director Business Development/Recruiting, Freedom 55 Financial
worked with Mary at Freedom 55 Financial



“Mary's firm commitment to understanding the vision and values that her clients hold enables her to have a huge impact on their ability to move progressively closer to achieving their financial and life goals. Her breadth of experience in the financial services industry, as well the competence that comes with her CFP designation, provides Mary with the insight and wisdom that her clients value.” February 26, 2009


“I met Mary approximately one year ago and it didn't take long for me to recognize and share with my husband Steve her expertise in Her field. Mary's calm, quiet demure and true desire to help us and/or better our situation nearing retirement meant a lot to both of us. We are confident retirement will be better thanks to Mary's dedication and hard work. Kudos to You Mary!"


S & S Grenning July 2009


“Mary is truly an exceptional leader and exemplary community member. Her ability to connect with people and companies in her community make her an ideal leader for the Brighton Chamber of Commerce. Her success with the first annual Brighton Country Living Show this year displayed her strong organizational skills, and the expansion of the show next year is fabulous support for the local businesses base. She is a great addition to our dynamic group of business women in the Power of Women Exchange Bay of Quinte Chapter.” November 26, 2008


Rose-Anne Kumpunen, Chapter Director, Power of Women Exchange


“Mary brings a wealth of experience to her role as a financial planner. Mary was highly respected in her role as branch manager with Canada Trust and TD Canada trust. Her knowledge and success in finance and investing is every reason to partner with Mary Robertson as your financial planner.” November 26, 2008


Mike Derewlany, Account Manager, Canada Bread Company Limited


“Mary Robertson is a woman that optimizes class and professionalism. Her work with the Brighton and District Chamber of Commerce, as President, has shown her passion and enthusiasm for making a genuine difference in the community she lives. The most impressive part of Mary's work in regards to the Chamber is that she is not even from Brighton! Having been raised in Brighton, it is especially gratifying to see someone who care so much about the town. Furthermore, this is an indication of her commitment to doing the best job possible, regardless of what she is doing. In terms of her financial advisor role, Mary has personally provided me with information that will undoubtedly benefit my business. Her guidance and advice have been very helpful in planning for the future growth of my business and I look forward to expanding our working relationship. The bottom line is that Mary is an incredible woman who has earned my respect and gratitude in a very short period of time. It has been an honour getting to know and to work with Mary Robertson.” November 30, 2008


Theo Georgatos, Owner, Vito's Pizzeria


I have known Mary for the past nine years, as a friend, neighbour and recipient of her professional financial advice as well as in the area of power industry governance as fellow Director. I have always found Mary to be a consummate professional in all areas of activity including her financial management background as well as in her community where she volunterred her energy, expertise and personal abilities for the betterment of others including the environmental protection field as well as advocacy and fundraising for the less fortunate.


Paul Nelson, C.E.T. November 2006