For the past several years, we have had the pleasure of working with Ivan Mitar as a co-planner at Craig & Taylor Associates. Recently, Ivan decided to change directions in his career to focus on a different aspect of our industry and consequently has accepted a new opportunity elsewhere. We are happy for him and wish him much success in his new endeavours.
As the President and Senior Financial Planner of the company, Jennifer Martin is always looking for experts who can join our team and enable us to offer our clients a more expanded range of services and perspectives.
Anna has spent many years in the financial services industry and provides an in-depth knowledge of wealth management services and financial planning. As a CERTIFIED FINANCIAL PLANNER or CFP® professional, Anna will lend her expertise in financial planning to provide our clients with the plans that have always set our practice apart. Anna also holds the designation of Chartered Investment Manager (CIM®), which will provide our clients with new insight into portfolio analytics and investment strategies. In addition, Anna has achieved the Certified Divorce Financial Analyst® (CDFA™) designation, which will enable our practice to provide financial planning advice for those going through the difficult time of separation and divorce.
Lisa began her career in the financial services industry at Scotiabank in Gatineau in 2007 and is a fully bilingual team member. She has an extensive knowledge of the technology and software programs utilized in our practice as well as exceptional organizational skills which keep the Financial Planners of the team focused on helping our clients.
Alexander Martin will also be taking on a role working more closely with our clients. Alex has been working with Craig & Taylor Associates in an executive role for over 4 years helping to develop processes, technology and integration of systems for the entire practice. Previously, Alex led a very successful career as a Realtor in the Ottawa market and brings a vast level of entrepreneurial experience to our team as well.
Everyone here at the office has the same goal which is to provide the absolute best service possible to our valued clients and continue to be known as the #1 Financial Planning firm in Ottawa! If you have any questions about the changes in our company or to book an appointment to meet our expanded team then please don’t hesitate to contact us.
firstname.lastname@example.org | Craig & Taylor Associates and Insurance Agency Ltd Copyright © 1985-2014. All rights reserved.