Your Financial Team
“My investment philosophy is essentially conservative in nature. Operating within each client’s comfort level, an investment portfolio is structured which will achieve long-term growth without undo risk. As a result, both my clients and I sleep soundly at night.”
As a Certified Financial Planner Dave provides investment reviews and planning, tax planning and filing, insurance, severance package/buyout advice to people who are interested in preparing for their families’ futures. Dave’s clients include professionals, executives, and business owners. Whether you are a novice investor or a knowledgeable and experienced one, you can expect friendly advice and a strategic understanding of your needs.
Since entering the financial services industry almost 20 years ago, Dave has dedicated himself to providing the finest service and advice to his clients.
After obtaining his B.Math in 1984 from the University of Waterloo, Dave worked as an accountant while studying for his Certified Management Accountant (CMA) designation which he was awarded in 1991. In the year 2000 Dave was awarded his Certified Financial Planner (CFP) designation.
As an active member of FPSC and the Chambre de le Sécurité Financière, Dave is continually furthering his education and staying on top of industry developments.
Dave is licensed in the following provinces: Ontario, Quebec, Nova Scotia and Prince Edward Island.
Dave is a licensed mortgage agent.
He is an active member of both the Business Breakfast Club and GR Business Networking.
Dave enjoys weekly basketball games, golf, cottage life, poker games, cheering on the Senators and spending time with his two wonderful children.
Contact Dave today for a free no obligation consultation. email@example.com
To verify Dave's credentials and memberships, go to the following links:
http://www.cma-ontario.org Certified Management Accountants of Ontario
https://www.fpsccanada.org Financial Planners Standards Council
http://www.chambresf.com Chambre de la Securite Financiere
Financial Services Commission of Ontario Mortgage License
Administration & Processing
Lorraine Baechler has held the position of Administrative Assistant since April 2003. Investia relies on Lorraine's eye for detail and accuracy while efficiently performing her various daily tasks.
Lorraine truly believes that her best accomplishments arise from being a team player and she will always go that extra mile to ensure that all documents are dealt with in an accurate and professional manner.
Lorraine is the proud mother of three wonderful children. She enjoys reading, quilting and spending time with her family and friends.
She is proud to be an employee of Panorama Wealth Management and a member of Dave Hutchinson's team.
Marketing and Website
After obtaining a degree in Math and Computer Science from the University of Waterloo, Carol worked as a programmer analyst for a few years until starting a family and remaining at home with her children for many years. During this time Carol volunteered for many organizations and schools in many capacities, continually using, updating and honing her computer skills.
When ready to enter the workforce again, she worked at a couple of contract positions before jumping at the chance to work for her brother Dave as his marketing assistant, beginning in February 2010.
In her spare time Carol enjoys reading, knitting, puzzles, cottage time and spending time with her husband, two grown sons and Golden Retriever.
Who To Contact
Thank you for choosing Dave Hutchinson and Investia for your investment and insurance needs. When contacting our office please direct your inquiries to the following people:
Dave Hutchinson (firstname.lastname@example.org)
- Investment questions and advice
- Mortgage questions and advice
- Insurance questions (life, critical illness, disability)
- Tax questions
Lorraine Baechler (email@example.com)
- Book or reschedule appointments with Dave
- Questions about statements
- Personal info update (new address, phone number, email, new job, etc.)
- Questions about current transactions and redemptions