Passionate, experienced, and successful…
Life Span Financial Strategies is a team of highly
qualified professionals providing high net worth clients with
personal and knowledgeable portfolio and wealth management
solutions. We help bring your financial plans and dreams to
fruition.
Our highly experienced Certified Financial Planners and
Portfolio Managers carefully manage your assets through a
disciplined process to implement our structured portfolio
management solutions program. Meanwhile, through our personal
one-on-one communication and strong leadership, we use our
knowledge and expertise to provide our esteemed private clients
with the best possible solutions through the development of an
individualized financial plan.
Our mission is to build a long-term relationship that
provides convenience and peace of mind to you and your
family.
Our dedicated team consists of two Portfolio Managers (Gary Renaud and Janet Geiger), an Associate Portfolio
Manager (Brenda Wilkins), and four Team
Administrators (Karyn Walker, Stephanie Mason, Margaret Goddard and Rachel Fairman (currently on maternity
leave)). We have over 60 years of collective experience and an
extensive list of qualifications, including:
- Four Certified Financial Planners (CFP)(Gary Renaud, Janet
Geiger, Brenda Wilkins, and Karyn Walker);
- Four Canadian Investment Managers (CIM) (Gary Renaud, Janet
Geiger, Brenda Wilkins, and Karyn Walker);
- Four Fellows of the Canadian Securities Institute (FCSI) (Gary
Renaud, Janet Geiger, Brenda Wilkins, and Karyn Walker);
- Three Financial Management Advisors (FMA) (Janet Geiger, Brenda
Wilkins, and Karyn Walker);
- One Registered Financial Planner (RFP) (Gary Renaud);
- One Tax and Estate Practitioner (TEP) (Gary Renaud);
- Three Options Licensed Advisors (Gary Renaud, Janet Geiger, and
Brenda Wilkins);
- Four Level II Life Insurance Licensed advisors (Gary Renaud,
Janet Geiger, Brenda Wilkins, and Karyn Walker).
Learn more about the
Life Span Financial Strategies Team.
