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Community

In respect and appreciation of client support , and my personal value of giving back and helping others, I give back to my local community as follows:

  • United Way of Burlington & Hamilton (donor and volunteer since 1986)
  • Halton Women’s Shelter, Donor
  • City Kidz – Hamilton (donor and business consultant since 2008)
  • Canadian Blood Services (active donor, 100 donations)
  • Burlington Art Gallery (donor, Board Member 2014-2017 )
  • Blooms for Africa (active donor since 2015)
  • Junior Achievement Volunteer 2003-2004
  • BEDC – Burlington Economic Development Corp (Board Member 1999-2004)
  • Neighbour to Neighbour – Hamilton (Planned Giving Consultant Volunteer)
jam 2024
21 year tradition... Raspberry jam for clients, family & friends. Over 200 jars this year!!
united way 2023
United Way Donation Dec. 2023 - I have been supporting United Way with donations and as a Volunteer for 37 years.
city kidz 2023
For City Kidz - With Todd Bender, Founder & President, City Kidz Hamilton
blood donate 2020
Donation 101. My 1st donation outside Canada, Mar. 11, 2020, Fort Lauderdale, Fla. Let's make our world better together.
food4kids
Special thank you to my many clients making this possible. So blessed to live & give! With Gayle Kabbash, Executive Director, Food4Kids, Burlington. Lets make our world better together!
jam 2021
July 2021 Raspberry Jam - 20 year tradition, over 350 jars this year. Another way to say thank you to clients, friend & family!
n2n 2019
Neighbour to Neighbour, with Robyn Knickle, Director of Development.Hamilton Food Bank , Employment Resource Services, Book Store. Long time supporter ! Let's change our world together!
denningers
With David Christopherson, Connie Smith and Norm Legault, President - Denningers Ltd.
boston
United Way of Burlington & Hamilton (donor and volunteer since 1986)
city kidz
City Kidz – Hamilton (donor and business consultant since 2008)
garage
United Way Garage Sale (donor and volunteer since 1986)
art gallery
AGB (Art Gallery Of Burlington) with Chief Curator, Denis Longchamps. Note: Vase in case in Pablo Picasso original. Gallery has world reknown Ceramics collection.
kickoff
United Way Kick Off Event – with Connie Smith & TC (from Ti-Cats)
blood donor
Canadian Blood Services (active donor, 100 donations)
thanksgiving
At King's Buffet - Thomas Li (Manager) & Staff
halton women
With Carm Bozzo, Development Manager at Halton Women's Place. My family, my friends and clients make this possible. All of You are influencers and motivators for me!
good reading
Some of my daily, weekly & monthly reading to serve you better !
africa bloom
Blooms for Africa (active donor since 2015)
marianne ward
With City of Burlington mayor Marianne Meed Ward, Chamber of Commerce events August 2019.
united way
2011 United Way Picture -- with owner of Hamilton Ticats Bob Young, Dana Robbins - Spectator CEO, Connie Smith, & Len Lifchus Uway - Hamilton Director
bedc
BEDC -Burlington Economic Development Corp (Board Member 1999-2004)
n2n
Neighbour to Neighbour –Hamilton (Planned Giving Consultant Volunteer & Donor 2000 -2007)
kaleidoscope
Great to be part of Art Gallery of Burlington, and Great West Life involvement. April 2016, a $10,000 donation to children’s programs at the AGB. In photo, Todd Cloutier (GWL -Director), Robert Steven (AGB – CEO), Rick & Justine Giuliani (Colleagues)
Our Motto
Providing financial security for you… no matter what happens in an uncertain world.
About Us
We serve individuals, families and business in the Golden Horseshoe area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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