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Advisors
Paul
Tisdall BA, CFP, CIM, FCSI
Branch Manager
Associate Portfolio Manager
Investment Advisor
Financial Planner
Life Underwriter
Mardi Matthews, CIM, FCSI
Investment Advisor
Financial Planner
Ena
Galloway
Investment Representative
The Cottage Country
Group specializes in serving clients who want to enjoy a cottage-country
lifestyle and still have all the sophisticated financial services of the
largest urban centers. Indeed, the Cottage Country Group has qualifications
and expertise you would be hard-pressed to find anywhere outside the major
centers. Paul Tisdall is both a Certified Financial Planner (CFP) and
Chartered Financial Planner, while Mardi Matthews is a Professional Financial
Planner.
All three members of the Cottage Country Group are graduates of the Canadian Securities
Course and are licensed to deal in a full range of investment products
including stocks, corporate and government bonds, strip bonds, GICs, mutual
funds, labour-sponsored funds, mortgage-backed securities, royalty trusts,
limited partnerships, RRSPs, RRIFs, LIFs, and RESPs. Tisdall and Matthews are Canadian
Investment Managers (CIM) and Fellows of the Canadian Securities Institute,
the highest investment qualifications in Canada. In addition, Tisdall is a life underwriter (Level II) and offers a wide choice of
insurance products including segregated mutual funds; term, whole, and
universal life policies; annuities; disability insurance; and sophisticated
cash, debt, and credit management products.
Brokerage
The Cottage Country
Group enjoys an enviable track record and unsurpassed reputation for
integrity and professionalism. Through the National Bank Financial
Correspondent Network, the Cottage Country Group can execute buy and sell
orders on major stock markets around the world, including Toronto, New York, and London. It also has direct access to
research from some of the leading analysts in Toronto, New York, and Europe; and makes their buy and sell
recommendations available to clients.
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