124 Ontario St. W, Strathroy, ON N7G 1B6View on Map »
Bill has almost 30 years of financial planning, portfolio management and risk planning experience with a diversified skill set focused on insurance management, investment analysis, retirement income planning and philanthropy. Bill focuses on investing that lets client sleep at night while getting the returns they need to achieve their long-term goals.
Bill holds professional designations including the Certified Financial Planner (CFP) and the Master Financial Advisor in Philanthropy (MFA-P) designations. Structuring donations to charities and foundations in the most tax efficient manner is now a growing part of Bill's work with clients.
Bill graduated from Wilfred Laurier University with a major in Economics. Postgraduation, Bill entered directly into the financial industry as a financial advisor with a large national firm.
Making impact
Bill brings a pragmatic financial approach to his volunteering with local organizations where helps advise on an organizational level. He currently sits on the steering committee of a local youth support center and on his church council.
A secret about Bill
At a young age, Bill became addicted to geography. It was an unhealthy addiction and resulted in several big old atlas' getting worn to the point of falling apart. In time, Bill's overcome that obsession but is still the go to guy for that crucial geography answer at trivia night.
Harvey Tribe has worked in the financial services industry for 52 years, the past 50, in an advisory role for personal, small business and agricultural clients. Harvey completed the Canadian Securities Course and is an Elder Planning Counselor as well as a retired Certified Financial Planner.
After five decades in a direct advisory position Harvey pivoted into a consulting role for Mutual Financial Services. As the Senior Client Concierge Harvey specializes in assisting senior clients with their needs. This includes, but is not limited to, dementia awareness, assisted living consulting, managing health care and assisting seniors and their families access social services.
Harvey is a very active Elder Planning Counselor as well as community associations, including the Aylmer Curling Club, and Chairperson of the Aylmer & Area Community Foundation Board and several benevolent societies. He and his spouse, Kathleen, reside in Aylmer.
Roxanne Husser is an investment fund representative, specializing in protection, savings and growth. With more than 40 years in the financial services field, including a 23-year career as an independent broker. Roxanne understands that personal, frequent and involved interaction is the core of successful financial planning. She also has extensive experience in account management for both personal and small business clients.
At Mutual Financial, she works alongside her clients and partners to make informed financial decisions, to recognize and evaluate risk and to maintain open channels of dialogue with all parties to ensure clarity and eliminate inaccuracies, Roxanne believes in the value of trust and continued support in working with her clients to consistently develop and refine their financial plans to ensure they are geared toward success and security.
Tami has over 10 years of working in a customer relations role within the financial industry. She takes great pride working with our clients to ensure they have an exceptional experience.
Tami graduated from Fanshawe College with her master’s in business marketing. She grew up in a small town, and currently lives in that same small town with her husband and 2 children. She values family and believes there is an importance of having a work like balance. Working at Mutual Financial offers her just that.
Making an impact
Tami has a passion for working with small children and you can find her volunteering at her children’s school on a regular basis. She also volunteers with various sports teams in her hometown as well.
