Doreen Doré Financial Services

Because money
doesn’t grow on trees

About

ICB,FMA, CFP Retired

I am a Professional Certified Financial Planner, Fellow of the Institute of Canadian Bankers and Financial Management Advisor and former Bank Manager. My education is continually upgraded with related courses and seminars, such as the Canadian Securities Course.

I am a career banker with 30+ years of full-service banking experience ranging from teller to Branch Manager to Portfolio Manager. When I retired from the bank, I enjoyed working with a Financial Planning Company for a number of years in many different and interesting positions until I decided to start my own business.

With over 40 years in the financial services industry, I have gained extensive and valuable experience dealing with a diverse group of people with varying wants and needs.

I have been working in the financial field for decades. My experience started with banking –lending and investing. I then worked with a successful investment firm and now provide income tax reporting for individuals and small businesses.

Ongoing education has been my priority with the successful completion of numerous financial designations. I recently retired my Certified Financial Planning designation to focus on income tax issues.

I have both professional and personal experience with powers of attorney and estate administration.

On a personal note, many years were spent with my therapy dogs, Brutus and Rufus, visiting with those in need of a smile and a hug. Rufus and I regularly visited with teenagers at CHEO the last six years of his life. We were blessed.