Doris has been helping investors realize their financial goals for over 19 years. She has successfully completed a number of Canadian Securities Institute programs, including Professional Financial Planning, Certified Senior Advisor and the Life Insurance License, levels 1 and 2.
A cornerstone of Doris' business is her commitment to personal service. She has a proven track record of working with clients and their families to address all of their financial needs and meet their life goals.
Doris is actively involved in the community. She participates in the Animal Rescue Foundation (ARF), and enjoys golfing, hiking, travelling and spending time with family and friends.
Investment Advisor Assistant
Shirley has worked in the financial industry since 1987. She completed her Canadian Securities Course in 1992 as well as her Registered Representative exam and is fully licensed. Her personal qualities combined with diverse experience are an asset to the team.
Additionally, Shirley volunteers at the Ronald McDonald House and various other organizations throughout the year. She has also volunteered at the Children’s Hospital and the Sheldon Kennedy Advocate Centre.
In her spare time, she keeps very active with golf in the Summer and other sporting activities through the year.
Ashley Searle, MBA, CFP
Wealth & Estate Planning Specialist
Ashley collaborates with clients and wealth partners to create long-term, customized financial plans. She has been a Certified Financial Planner since 1997 and has extensive experience in retirement and financial planning. Prior to joining Canaccord Genuity, Ashley worked for TD Waterhouse Canada Inc. She has held a number of management positions in financial services in sales, service and training. Ashley has a BA from the University of Western Ontario and an MBA from Dalhousie University.
Insurance and estate planning services offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.