Michael Dumond CH.F.C., CLU, T.E.P.
“To me, the most satisfying part of financial planning is helping people make their dreams come true.” – Michael Dumond
I believe that you should be able to learn about your investment and insurance options simply, in terms you can understand. I make it my goal to provide you with great financial information and advice that you can use right away, and that’s relevant to you and your situation.
To me, investment planning includes more than planning the best way to manage your money.
- I invest in relationships… to be there over the long-haul for my clients.
- I invest in education… and complete over 30 hours of continuing education every year.
- I invest in experience… with over 20 years of helping people reach their financial dreams.
I started in the financial services industry in Barrie in 1990, when I realized this guiding principle… your life can be dramatically and permanently improved through wise and sound planning. Today, as president of Strategic Investment Planning, I enjoy helping people with their financial problems and specialize in tax and estate planning issues.
A Chartered Professional: I believe that I owe it to my clients to bring the best information and advice possible and have earned several designations to assure that I do just that. I’m a Chartered Financial Planner, a Chartered Financial Consultant (CH.F.C.), a Chartered Life Underwriter (CLU) and a Trust Estate Practitioner (TEP). I’m also a member of the Canadian Association of Financial Planners, Advocis and The Society of Trust and Estate Practitioners.
I’ve lived my whole life in the Barrie area. My wife and I feel very lucky to have raised our two sons here. In fact, the birth of our first grandchild in 2012 marks six generations of Dumond’s living in the Barrie area. We have a great love and respect for Barrie and the surrounding communities.
Susan McArter, CFP
CERTIFIED FINANCIAL PLANNER
“I truly enjoy how clients invite me to be a part of their personal journey to secure their financial future and well-being.” – Susan McArter
I enjoy the time I spend meeting with clients and developing connections and relationships. The investment planning process and personal commitment is much more than identifying client goals. I get to see how my clients’ lives are ultimately changed and enhanced by our relationship. It’s the most rewarding part of financial planning.
A Passion for Financial Services: Financial services and working with people in the community are my passion. Clients and I work together in partnership to:
- identify specific needs and goals
- develop a roadmap
- implement a course of action designed around personal lifestyle
- meet regularly to review and adjust
I am a Certified Financial Planner (CFP) and am licensed in Mutual Funds and as an independent Insurance Agent. This allows me to offer clients a wide variety of insurance products and investment options catered to their needs.
I’ve lived in Barrie for many years with my husband Mike and my children, Laura and Eric. My family and I love the rural feeling and lifestyle that our Barrie community offers.
Contact us today to arrange a complimentary consultation.