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Last Updated: Nov 21, 2024
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About UsPaul entered the financial services industry in 1979 after graduating from the University of Waterloo with a degree in Honours Economics. Paul's commitment to staying in touch—a hallmark of his business—assures his clients that their financial well-being is taken seriously. "Although technology has allowed us to conveniently communicate with clients via email, I still make a point of picking up the phone to talk to clients throughout the year." Originally from Walkerton, Ontario, Paul continues to return to his hometown to see clients there on a regular basis. For the past thirty years, Paul has established his home and his business in the Kitchener-Waterloo community. Paul is a sponsor of the Kitchener Blues Festival and the Millennium Choral Organization. Paul is the proud father of Michael and Grace. Larry entered the financial services industry in 1991. Originally from Walkerton, Ontario, Larry worked out of the Waterloo office until 2000 when he moved his home and office to Southampton, Ontario. He continues to reside there today. "I value my client's trust in me and strive to maintain that trust with sound advice and communication throughout the year." In 1998, after many years in senior management roles in large Canadian corporations, John began helping clients to reach their financial goals. With his business management background, John is a person that understands the need to take a long term view of financial & life goals. He specializes in developing programs that are tailored to the individual goals of his clients. "By focusing on longer term goals, we help our clients to ensure that their comfort level is addressed through an effective, well diversified financial strategy that will carry them safely through the various market cycles." John serves clients throughout south western Ontario. He lives in Carlisle, Ontario with his wife and two daughters and is active in his community as a Board member of his local Chamber of Commerce and as a coach of youth soccer teams. Jennifer joined Huntley O'Hagan Financial Planning in August of 2005. Her extensive background in customer service and her personable nature are evident in her friendly, problem solving approach towards the clients of the Huntley O'Hagan team. After graduating in 1995 from the University of Guelph with a Bachelor of Arts degree, Jennifer began a career in Real Estate sales in her hometown of Fergus. Currently, she is looking forward to building a rewarding career in the financial services industry having recently received her Certified Financial Planner (CFP) designation. Paula joined the Southampton office of Huntley O'Hagan Financial Planning in November of 2001. She brings with her an extensive background in the financial services industry, and takes a personable approach with each and every client. Paula is also the busy mom of twin girls. |