The following Schuster Boyd McDonald representatives are registered through Manulife Securities Investment Services Inc.
Dan joined the firm as a full partner in 1991. Having over 20 years in various middle and upper management roles in both the public and private sectors, Dan understands the role of employee benefit and group savings plans in employee recruitment, retention and satisfaction. As Senior Financial Advisor and Mutual Fund Branch Manager, he is responsible for the Wealth Management Division of the firm including investment compliance and the implementation and monitoring of all group Capital Accumulation Plan guidelines introduced for all group savings plans in January 2005. Dan is recognized in the insurance and investment field as a leader and works closely with key employees on customized executive compensation, risk management, personal savings and pension plans.
You can contact Dan directly at 705-675-8613 Ext. 224, toll free at 1-800-461-4074 or email Daniel.Boyd@manulifesecurities.ca
Todd’s passion is to help clients achieve their financial goals by building client’s assets with simple but effective tax, debt, and wealth strategies. He is able to break down extremely technical content in a down to earth way and helps to set realistic goals, with a focus on planning for the future while making sure that today's needs are met, and using insurance where appropriate to protect clients families.
Todd's provides solutions for individuals, families, business owners, and professionals. He has thorough knowledge in living benefits and how to effectively coordinate employee benefits plans with personalized coverage that individual insurance plans offer.
Todd is a Certified Financial Planning Professional® , a Certified Health Insurance Specialist, and an Financial Advisor with Manulife Securities Investment Services Inc.
Todd is a member of Advocis and holds a number of executive roles in the local chapter, working to represent the best interests of clients and advisors, and attends regular educational events. He adheres to Advocis' strong code of ethics to puts clients needs first.
Todd enjoys downhill skiing, animals, and nature. He is terrible at golf, loves movies and music and is enjoying the challenges of having a young modern family with many pets.
CFP®, Certified Financial Planner® and the CFP logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
Rainer has been with Schuster Boyd McDonald since August of 1999. Prior to that, he spent 3 years with a major National Insurance Company as Regional Technology Specialist. Rainer has a Bachelor of Commerce with Honours and three years of Math & Computer Science. He is currently working towards his Canadian Human Resource Professional designation and Certified Financial Planner. Rainer works closely with both businesses and individuals to provide pension and benefits plans along with a wide array of individual investment and insurance options.
You can contact Rainer directly at 705-675-8613 Ext. 235, toll free at 1-800-461-4074 or email Rainer.Berens@manulifesecurities.ca
Diane has been with Schuster Boyd McDonald since 1990. She provides personalized service and advice to both personal and Group RRSP clients of the firm. Diane is bilingual in French and English. She provides advice on Life, Disability, and Critical Illness, Long Term Care, Health, Dental, and Travel Insurance products as well as Segregated Funds, and GICs. In addition to dealing with her own clients, Diane provides additional bilingual support to all the firm’s clients and can be called upon to meet with any clients. Diane is also responsible for the day to day administration of two large Group RRSP accounts with assets in excess of $30 million.
You can contact Diane directly at 705-675-8613 Ext. 222, toll free at 1-800-461-4074 or email Diane.Carriere@manulifesecurities.ca
Kathy joined Schuster Boyd McDonald in 2011. She has over 15 years of experience working in the Financial Sector in various roles. Her background includes working as a Supervisor, Quality Assurance Specialist and Client Service Representative at a major mutual fund company in Toronto.
Kathy provides personalized service and financial advice to both personal and Group RRSP clients of the firm. She provides supports and advice on Life, Disability, and Critical Illness, Long Term Care, Health, Dental, and Travel Insurance products as well as Segregated Funds, and GICs.
You can contact Kathy directly at 705-675-8613 Ext. 239, toll free at 1-800-461-4074 or email email@example.com