Feel free to email them with any question you may have.
| Meet our Team | |
| We welcome you to meet the individual members of our team. Feel free to email them with any question you may have. | |
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John Cocurullo Advisor   | |
 | John has been a licensed advisor in the financial planning industry since 1984. John, with his team, has created processes that will address your investment, insurance, tax and estate issues to achieve your short, medium and long term goals.His ongoing participation in educational forums allows him to stay in tune with what is important to better service his clients.John has extensive experience with Group Retirement Savings Plans and has worked with many companies to provide financial planning to their employees. |
| John values the relationships he has created over the years and works towards maintaining a high level of trust through ongoing reliable service. John is a long time resident of London where he and his wife have raised three children. He is also involved in supporting charities within the community. John welcomes you to contact him by phone or email to discuss your overall financial planning needs. | |
| Shirley Watson Insurance Advisor | |
 | Shirley has over 10 years experience working in the insurance and financial services industry. Within the team environment of the office her role is an Independent (Insurance Advisor). Shirley's commitment to clients centers on protecting "what is important to them". She offers individualized solutions tailored to each person, couple or family's needs, sourcing the appropriate product from a range of companies. |
| Since entering the industry, Shirley has achieved the following levels of expertise; Professional Financial Planner (PFP), Financial Management Advisor (FMA), Elder Planning Counselor (EPC) and has successfully completed all the required courses for Certified Financial Planner (CFP). Life long residents of the area, Shirley and her husband have raised two children in the rural outskirts of London. Fell free to give Shirley a call, send an email or sit down together to discuss and protect "what is important to you." | |
| Gerry James Office Administrator | |
 | Gerry joined our team in early 2005 as Office Administrator. He has worked in the Financial Services Industry in many capacities for 20 years. Gerry is a graduate of Fanshawe College in Business Administration majoring in Accounting. His background in accounting allows Gerry to provide tax preparation service to our current and prospective clientele. He responsible for insuring the integrity and process of all documents that flow through our office on a daily basis for both personal and group clients. |
| Gerry overseas our GIC system daily to insure we can offer the most competitive rates. Gerry is a long time resident of London. He has been a volunteer for many years assisting a number of local charities. | |