Type Of Business:
Financial Security Planning Division
Marketing Area:
The North Bay office is a part of the Northern Ontario Region.
The North bay office has the a vision that we can help finanical security adisors help thier clients build a secure financial plan for the future.
Expertise:
Ms. Deering's expertise includes marketing and financial services. Giving Financial Security Advisor and Clients guidance, professional development, coaching to help in every step of the planning process with a boad range of product, tools and services. Mentoring new and established advisors build a productive practice is one of my many passions in the business.
Major Product/SVS:
Financial Advising and Services We are commited to helping advisors and clients achieve success in both bussiness building and 4 specific area's of financial planning, Wealth accumulation, Risk Managment, Income needs for retirement, Disablity and Critical Ilness, and clients need for Liquidity.
Favorite Business Publication:
I love to read Forum magazine, The Economist, and Forbes. These magaizines contain the best articles that will help me grow with a globle look at our industry.
Hobbies/Sports:
I'm blessed to have a wonderful husband and 4 great children. My greatest love and hobby is my family and being apart of all of thier activities. We also live on a 80 acre farm where we enjoy our horses and dogs. As a family we love the out doors.
Affiliations Awards:
Advocis, Canada
Children's Names:
Cameron , Amanda, Emilie, Brandon
Spouse's Name:
William (Bill)
Throughout the duration of your career, what was the one highlight that stood out the most?:
Becoming respected by my peers as a leader in community
Charity:
Toronto Sick Childrens Hospital
Habitat for Humanity
Number Of Years In Profession:
21
Number Of Years In Current Position:
11
What Does He/She Attribute Success To:
I have a passion and a love for this industry. I think helping people grow and develop is the best thing anyone can give another. Whether it is helping a reaching a client reach thier financial goals or an advisor go to the next level or watching my children succeed. Helping others is what brings me the most happiness thats what attributes to my success.
Why did you become involved in your profession or industry?:
I worked in the banking industry for many years and found that becoming an entrepeneur and running my own practice gave me the oppertunity to do more of the full job for my clients. But I was pulled towards becoming a branch manager because I wanted to be able to help more clients by helping and coaching thier advisors to become stronger that I had to build an agency, it was the best thing I have ever done.
Position Responsibilities and Duties:
As the Director of business Development I help Advisors build and grow thier financial practices. I'm truly blessed because when you deal with advisors, that come to work with a desire and drive to build a successful buiness they make my career is an easy one. Freedom 55 Financial as an orginzation also provides the support and resources to help them succeed. Its a win win roll when you have a great team as I do.
Education Certifications:
Elder Planning Counslor, Branch Manager, LLQP, Mutual Funds, Currently studing for my CLU designation
Awards/Honors:
Gama Agency builder Award
Where Will You Be In 5 Years:
I hope to continue my work with advisors and clients .