WHY CHOOSE US?

Deborah Wood & Associates’ mission is to provide objective, suitable and diversified financial planning solutions for our clients so they can achieve their life objectives.

Advisors:

Deborah Wood
President
(416) 545-5353
deborahw@cpfg.com

Debbie has over 25 years' experience in the financial services industry. She holds both life and mutual funds licences. She is a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU). A long-standing member of Million Dollar Round Table (MDRT), Debbie is the current President of the Canadian MDRT Charitable Foundation.

Nana Brown
(416) 545-5359
nanab@cpfg.com

Nana has been active in the financial services industry for the past thirteen years. During that time her focus has been on managing all elements of her clients’ financial health. She holds licences in insurance, mutual funds, hedge funds and Labour Sponsored funds. Nana is also a Certified Financial Planner (CFP). In her spare time, she is a member of a women’s running group and has completed three marathons.

Sam Midha
(416) 545-5318
samm@cpfg.com

Sam has been in the financial services industry since 1989. Licenced in insurance and mutual funds, and working towards the Chartered Life Underwriter designation, Sam works with many seniors and young families as well as business owners throughout Canada, building security and wealth. An avid tennis player and skier, he also enjoys biking and golf. He volunteers at SPRINT, and is on the Board of Directors of the Canadian MDRT Charitable Foundation.

Susan Green
(416) 545-5337
susang@cpfg.com

Susan leverages her experience gained from over 14 years in the investment business. She is a graduate of Victoria College, University of Toronto, has her Certified Investment Management (CIM) designation and is currently completing her MBA. She is a mother of 2 active young boys and enjoys equestrian events and the outdoors.

Administration:

Debra Gallagher
(416) 545-5354
debrag@cpfg.com

Debra Gallagher serves clients and colleagues as DW&A Practice Administrator. She ensures that we all follow the high DW&A standards for prompt client communication and timely processing of clients’ business – concentrating on insurance and annuities. She holds a B. A. in English and in Spanish, and pursues hobbies ranging from upholstering antiques to reading mysteries. In addition, she volunteers as part of DW&A's efforts for SPRINT (Senior Peoples' Resources in North Toronto).

Casey Montour
(416) 545-5354
caseym@cpfg.com

Casey Montour joined Deborah Wood & Associates in June of 2009. She is our Investments Administrator. Casey is also the mother of a 3-year-old, which keeps her very busy. In her spare time she enjoys reading and knitting. In an effort to give back to the community, Casey volunteers alongside her co-workers with SPRINT (Senior Peoples' Resources In North Toronto).

If you are looking for
a financial advisor who:

• is caring and has integrity

• is trustworthy and respects
your confidentiality

• is knowledgeable and
qualified

• is part of a solid team

• and appreciates your
business


then please call us at
(416) 545-5354 or email us