CanWealth Financial

 

 
 

 

The Canwealth Team

Telephone: (613) 634-9706
Toll Free: 1-877-CANWEALTH, 1-877-226-9325
Facsimile: (613) 634-9090




Dave Hagerman, EPC - President CanWealth Financial Service


Email:davehagerman@canwealth.com

Since obtaining a degree in Business Administration - Marketing in 1981, Dave has been deeply committed to his career in the insurance and financial service industry. He began his career with Mutual Life of Canada in 1982 where he remained until 1990 at which time he became manager for Great-West Life. In 1996, he was a founding partner of CanWealth Financial Services Ltd and in 2001 became the president and sole owner of the company. In order to become more knowledgeable with respect to the needs of the elderly and estate planning, he recently obtained the designation of Elder Planning Counselor. Throughout his career David has been dedicated to providing solutions to clients financial planning, estate planning and insurance needs.


Steve Hagerman - CanWealth Financial Services


Cell: 613-561-0082
Email: stevehagerman@canwealth.com

Steve has established a successful career in the financial and insurance industry. Since attending St. Lawrence College where he majored in Business Finance, in 1987, Steve was employed by Mutual Life from 1989 until 1992. In 1992, he left Mutual Life to join Great-West Life until he became a member of CanWealth Financial Services in 1996. He has held his life licence since 1989 and a Mutual Fund licence since 1997. Steve takes great pride in helping individuals reach their financial and estate planning goals and share David's dedication to his clients.


Apryl Hagerman


Email: aprylhagerman@canwealth.com

Apryl has successfully completed her LLQP examinations through Advocis and is now a licensed financial advisor with the CanWealth Financial Services team. Prior to this designation she obtained a Bachelor of Arts degree from the University of Ottawa. She is a dedicated, hard-working individual who is committed to act in an honest, professional, efficient and objective manner when working with clients to achieve both their financial and non-financial dreams and goals.


Mike Plumley - Financial Advisor


Cell: 613-449-5659
Email: mvike@cogeco.ca

20 years experience in the Industry!

Darlene Welch - Financial Advisor


Cell: 613-546-3591
Email: dwelchl@cogeco.ca


Laura Welbanks - Office Administrator
Email: laurawelbanks@canwealth.com




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