08170560

Melanie Duquette

Investment Administrator
mduquette@fpteam.ca
519-974-0128 Ext 355

Melanie has served as Investment Administrator on the team for over 20 years. She holds a Bachelor of Commerce degree from the University of Windsor and is licensed to sell mutual funds. Melanie is well-qualified to assist clients in the administration of their investments and handle any inquiries. Melanie loves spending time with her friends and family, especially with her husband Trevor and their three young boys.

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<h3>About Us</h3>

<p>We are dedicated to providing investment management and strategic wealth planning to individuals, families, and businesses in our local community. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
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<h3>Our Philosophy</h3>

<p>As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
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<h3>Our Process</h3>

<p>A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
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