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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.