Rose Marie Rutherford is our administrative assistant and a mainstay of our practice for over 17 years. Rose Marie is your first point of contact with us, and her roles include reception, Administrative Support, Scheduling of Appointments, and the overall well working of our office in regard to daily operations. Rose Marie has a passion for detail and a dedication to “getting it right” as the liaison between our office and the various investment and financial institutions. Her specialty is ensuring that your requests are processed in a timely and efficient manner through to completion. Rose Marie enjoys travelling with her husband, Lou, be it in the car or on the motorcycle. She also enjoys spending time with her five grandchildren.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.