Eric has two decades of experience in the financial services industry. He is National Chief Compliance officer and Director of Education for one of Canada’s leading brokerages where he teaches industry compliance and advanced financial strategies to top Advisors. Eric also maintains his own specialized practice named the “Financial Drawing Board Inc.” where he helps select families residing in Ontario and Alberta to find and achieve their Maximum Financial Potential using the Financial Drawing Board process.
Contact Eric Wachtel at 905-366-3866 Ext. 3228 to book a free 20 minute webinar and discover what the FDB process can do for you.
Rob first entered the insurance industry in 1992 working as an advisor and sales manager. He is highly experienced in understanding the financial concerns affecting Canadians today and adept in helping clients take action to protect and accelerate their family and business wealth. Working with Eric, Rob utilizes the Financial Drawing Board process to help clients discover and achieve their Maximum Financial Potential.
Rob can be reached at 647-471-6150, or by email at [email protected]
Client Service ManagerLisa is an invaluable asset to our team as well as a reliable and efficient resource for our clients.
She carries the strength of more than 10 years’ experience in the financial services industry, holding positions at both the advisor and branch level. This includes roles as an Administrative Assistant at Levesque Securities and as a Branch Administrator at RBC Dominion Securities.
Lisa aides in the preparation of client files for meetings as well as routine handling of administrative inquiries and appointment bookings. Ultimately, she helps ensure the fulfillment of our commitments to our clients.
The quality of the relationships we hold with our clients is the foundation of our business. Lisa’s personality and her ability to take ownership of tasks to ensure the highest service level has made her a trusted custodian of those relationships. Our clients have come to truly value and enjoy her as a part of our team. Lisa lives in Mississauga with her husband and three lovely children.
Lisa can be reached at [email protected] or by phone at 905-361-2031.