Educators Financial Group
Dana M. possesses extensive experience in the financial services sector, currently serving as a Compliance Officer at Educators Financial Group Inc. since September 2011, having progressed through roles including Compliance & Operations Associate, Account Manager, and Junior Account Manager/Sales Assistant. Prior to this, Dana M. worked as a Portfolio Administrator at Phillips, Hager & North from January 2009 to September 2011, and at CIBC World Markets as an Advisor Managed Portfolio Administrator from February 2000 to December 2008.
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Educators Financial Group
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975 Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 18,500 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families. Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals. Brokerage license #12185 Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews