As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
As a professional offering independent advice Denise focuses on the individual needs of her clients. She is passionate about building and protecting financial security, and chose to work as a financial planner to serve the needs of families and small business owners in our community.
Denise's career as a financial planner began in 2000 after many years at League Savings and Mortgage. The switch to financial planning was motivated by a desire to provide comprehensive financial solutions for her clients.
Her knowledge, creativity, experience, and friendly "no pressure approach" make Applied Wealth Strategies the go to place for all manner of financial advice. She is proficient in all areas of financial planning, but stands out as a retirement income specialist. Denise shares her knowledge with her clients directly and as a seminar speaker, writer and resource to other related professions.
Denise is a certified financial planner, as well as a licensed life insurance agent and makes continuing professional development a priority. She is a 20-year member of the Million Dollar Round Table, the premier association of insurance professionals. She is a member in good standing with Advocis, The Financial Advisors Association of Canada and a member of The Canadian Institute of Financial Planners. She also contributes her time as a committee member of several professional associations' as well charitable foundations.
Denise is from Sydney but lives now in North Sydney with her husband John Anderson, and prefers to spend her leisure time sailing or golfing.
My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.
Mackie MacLeod began his career in 2000 in Financial Services as a Wealth Advisor. For over 20 years he has been successfully expanding his Wealth Management Practice. He has broadened his product knowledge working with individual clients (investments/insurance) and corporate clients (group insurance & group pension).
Playing NCAA hockey at an elite level at Babson College was instrumental in developing Mackie's work ethic and dedication to learning and evolving in a changing world. As a devoted father of three boys, Mackie spends many hours volunteering his time with minor hockey. Whether it is coaching kids on the ice, or coaching people to plan towards their financial goals, Mackie is dedicated to the task at hand. He understands the value of making sure your hard-earned money is properly invested to provide an optimal life for families. Planning for retirement, providing protection for your loved ones, and helping finance your children's future education, are all ways that Mackie can help you.
Mackie is passionate about getting to know his clients and their financial interests and needs. "Really understanding my client's personal situation and future goals is crucial to providing a positive experience to their overall planning needs."
At Applied Wealth Strategies, we believe excellent service means taking care of the details.
I work closely with Denise, insuring that each of our client's questions and needs are addressed in a timely manner. We know that the efficient management of your investment and insurance plans is very important to you. I am an administration specialist, and look after the day to day details for our clients. Whether you are inquiring about your account, have a question or are relying on us to manage your income payments, I am here for you.
I am well qualified to ensure that your account is professionally handled. I have years of financial services experience, some with a major bank. I hold a BA in community studies, and am a licensed mutual fund representative.
We believe in continuous education and I am currently studying the LLQP life licensing qualifying program.
At Applied Wealth Strategies we believe that it is important that your calls and emails are answered personally and right away.
I am your first point of contact with AWS and my role is to ensure that your meetings and follow up details are scheduled and completed in a timely manner. You can count on me to assist you with electronic access to your account details and assistance with our convenient E-Signature account features.
I have over 15 years of experience working in an office environment which included a legal and medical background, so I am well qualified to handle your personal information confidentially.
Just like the entire team at AWS, I am continually learning and am currently pursuing my mutual fund sales license.