Heather Phillips has been working in the Financial Industry including the compliance department for twelve years. She started out managing data for a mid-sized Mutual Fund Dealership. She helped create the supervision program for the compliance department and then studied to become a Compliance Officer for the company. As a Compliance Officer Heather...
Our Retirement 101 Team
The Retirement 101® team is lead by a team of professional, experienced financial experts passionate about ensuring you are equipped with the knowledge, tools and support to create make your retirement dreams happen.
Meet John F. Armstrong, CFP® and founder of the Retirement 101® Program. John F. Armstrong, CFP® , began his career as an independent financial planner more than 20 years ago in Kitchener-Waterloo. He quickly discovered that retirement planning assistance was the most valuable service he could provide to his clients, recognizing that each individual’s goals are...