Executive Assistant to the President
Knowing and helping all of our clients and providing our best in client service is a source of pride for Diane. “Bob’s sense of caring is contagious. All of us at the R.J. Spencer Financial Group thrive on the friendships and relationships that we create and nurture. It is very rewarding! We like people, we like our clients and we care about them.”
CLU (Chartered Life Underwriter): This designation is granted by the Canadian Association of Insurance and Financial Advisors. It is a 12-course program that covers a broad array of insurance and financial subjects including taxation, life insurance and estate planning.
ChFC (Chartered Financial Consultant): This designation is also granted by the Canadian Association of Insurance and Financial Advisors. It is a three-course program that specializes in advanced investment and financial planning strategies.
RHU (Registered Health Underwriter): This designation attests to expertise in all areas of living benefits, including income replacement, critical illness protection and long-term care.