Gary Dunphy MDRT
Gary has been involved in the Financial Industry since 2001, specializing in Corporate Insurance and Buy Sell Agreements, as well as Group Insurance and Pension Plans for Corporations, working with several companies, large and small throughout the Maritimes. Gary is a Life Member of the MDRT (Million Dollar Round Table), having qualified for 9 consecutive years. In 2010 Gary and Gregg Hunt partnered to form CDS Financial Group. Gary has many prominent clients throughout New Brunswick, Nova Scotia and Prince Edward Island. Prior to 2001 Gary was Owner/Operator of several successful companies in Fredericton and Nova Scotia. Gary is an active member of many Charitable and Community Organizations in Fredericton. He is a long term member of the Board of Directors of the Lady Beaverbrook Rink and was part owner of the Fredericton Canadians Hockey Club.
You can reach Gary via e-mail: email@example.com or by calling his direct line at 506-455-4675
Owen has been working in the Financial Services Industry since 1993. He began his career with Prudential of America which evolved into London Life where he remained until 1999. At that time he moved to York Financial Services to become a broker representing several companies. Owen joined CDS Financial Group Inc. in January 2014 as co-owner. He continues to represent several Companies, while his main focus is providing excellent customer service and growing his clients wealth and financial security through investment and life insurance strategies. Taking various Industry and Company seminars and training he keeps abreast of the different strategies in the financial industry. Owen is presently studying for the completion of the Chartered Financial Planner designation (CFP). He is also an Employee Benefits and Group Pension Plan specialist providing services and solutions to numerous large and small Companies and organizations throughout Atlantic Canada.
Owen can be contacted via email: firstname.lastname@example.org or by calling his direct line at 506-455-3437.
Julie is originally from Boiestown, New Brunswick, and is a St. Thomas University Graduate, where she obtained a Bachelor of Arts degree with a double major in Criminology and Psychology. In her spare time, she enjoys being outside with her dog Scooby, going to the gym and spending time with her family. She is passionate about helping clients with financial security. Regardless of what stage of life people may be in, she promises to spend the time necessary to understand her clients responsibilities, financial concerns, and aspirations. When preparing for an appointment, it is important to have a few things together so she can better understand your needs to provide clear financial solutions. Please have the information below handy before your meeting:
-Salary or income, investments and insurance amounts
-Pension and registered savings information
-Assets and debts
-Financial information for any business you own
Please contact Julie at: email@example.com or by phone at: 506-455-2555
Anja Price LLQP
Anja has been involved in the Financial Industry for over 15 years. With a combination of past banking experience as well as many years in the Insurance industry, Anja has a broad knowledge of Insurance and Investment needs as well as Group Insurance needs. She joined CDS Financial in June 2015. Prior to working in the Financial Industry, Anja has experience within the medical field and understands how easy it is to become uninsurable. You can reach Anja at: firstname.lastname@example.org or by phone at: 506-457-6267