Expertise:
Investment and retirement asset management
Major Product/SVS:
Effective income plans for individuals approaching retirement
Hobbies/Sports:
Cooking; Entertaining; Reading
Affiliations Awards:
Executive Board Member, Local Chapter, The Financial Advisors Association of Canada
Number Of Years In Profession:
14
Number Of Years In Current Position:
1
What Does He/She Attribute Success To:
She attributes her success to her hard work, listening to her clients' needs and staying current.
Why did you become involved in your profession or industry?:
She became involved in her profession because she had previous experience in investment management and wanted to help clients nearing their retirement plan in making wise choices for investing their assets.
Extended Bio Profile:
Ms. Herman-Vanthuyne has been in the financial services industry since 1997. She has worked with leading suppliers of financial products throughout Western Canada. She left her corporate role and opened up her own company in April 2011, which specializes in working with clients near or in retirement.
Position Responsibilities and Duties:
Providing clients with effective income plans that work throughout retirement including, tax-efficient and market-based investments, segregated funds, and travel, life, and critical illness insurance
Education Certifications:
Fellowship, Canadian Securities Institute; Certified Financial Planner; Financial Management Advisor; Certified Professional Consultant on Aging; Certified Health Insurance Specialist
Where Will You Be In 5 Years:
In five years, Ms. Herman-Vanthuyne hopes to grow the business.