|
Peter Cartile
President Cartile Financial Services Inc
Branch Manager Armstrong & Quaile
Email Peter
-
Member of ADVOCIS - Financial Advisors Association of Canada
- Completed Financial Planning Course - 1987
- Ethics
& Best Practices Chairman for
ADVOCIS Kingston Chapter
- Serving clients since 1981
|
|
Carrie Cartile
Vice President Cartile Financial Services Inc.
Email Carrie
- President of ADVOCIS- Kingston Chapter 1995, 1997
- Serving clients since 1989
- Bilingual, English/French
|
|
Nelson Martins
Branch Manager (Designate)
Email Nelson
- Member of ADVOCIS - Financial Advisors Association of Canada
- 15 years Accounting background
- Insurance related business since 1986
- Serving clients since 2000
- Communications Co-ordinator chairman for ADVOCIS Kingston Chapter
- Boy scout leader
- Bilingual, English/Portuguese
|
|
Ken Erickson
Email Ken
- Knowledgeable and informed with over 20 years in Investment, Trust and Lending Experience serving the Kingston Area
- Completed “Canadian Mutual Funds Course” 1982
- Completed “Lender’s Certification Course” 1990
- Completed “Retirement Planning Course” 1993
- “Associate Member” Trust Companies Association
|
|
Troy Roques
Branch Compliance
Email Troy
- Member of ADVOCIS - Financial Advisors Association of Canada
- Completed Financial Planning Course 2004
- 15 years experience in Accounting and Finance
- Serving clients since 2005
|
|
James (Jim) Murray B.A., CFP, CLU, CHFC
Email Jim
- Member of ADVOCIS – Financial Advisors Association of Canada
- 27 years experience working with people with Financial Planning needs
- Member and former President of ADVOCIS Kingston Chapter
- Member and former President of Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants Kingston Chapter
- Investment Funds Course – 1993
- H&R Block Tax preparation course -1992,1993
- Certified Financial Planner - 1996
|
|
Mark Spearn
Email Mark
- Serving clients in financial services since 1992
- Life long resident of Kingston
- In Kingston retail sector 1976-1998
- On Board of Directors
- Kingston Downtown Improvement Area
- Cancer Society of Kingston
- Kingston Chamber of Commerce
- Beechgrove Regional Hospital
|
|
Judith White
Email Judith
|
|
Christine Ashby Hons B.A.
Email Christine
- Adminstrative Assistant
- Bilingual English-French
|
