ABOUT PARKGATE

Brett Reeder

Since the start of my career in 2015, I have built customized and complex plans to meet my clients’ financial goals, whether it be for their family or their business. I am excited to collaborate with Phil Grimes and Parkgate Financial Group to bring even more value to my clients; to grow their portfolios as I work with them throughout their retirement. My passion for building plans with my clients is second to none and has been a large part of my success in building deep client relationships.
I’m an animal lover and I’ve always been devoted to sports; hockey, baseball, rugby, and in recent years, golf. I enjoy building my client relationships through some of these shared passions and look forward to doing so for decades to come.

Phil Grimes

Since 1998, I have worked with clients to help improve their overall financial goals. I started Parkgate Financial Group Inc. and took on two representatives; Chris Barrett, who hired me, and John Wright who I welcomed into the business early on. I am an avid golfer, and hockey player, and I love to attend games with friends, family and clients.
I love to spend my free time with my wife Denise, and our daughters, especially at the cottage on the occasional weekend. In the past, I was a member of the Halton Children’s Aid Society board of director’s for more than 10 years and I have sat on the foundation board for 12 years. My emphasis on strong customer relationships has helped me achieve great success, which has been recognized by my peers in the industry.

Jean-Michel Lorrain

Bonjour, hello – as one of the newer members of the Parkgate Team I am committed to client-focused service. I am bilingual in French and English. Among my many past lives, I have a background in banking and financial investments at both the corporate and branch level. It gives me great pride to create personalize solutions to help you and your family achieve your security and financial goals. As a father of two, on weekends I also moonlight as a chauffer and volunteer hockey coach. While I am originally from Quebec, I have lived in many western provinces and over the past 13 years call Oakville home. My family and I love the four seasons of Canada and enjoy mountain biking, skiing, camping and fishing! We are a family who loves road trip adventures, and exploring the many beautiful regions of Canada.

Dave Bruch

I have been in the financial services industry for over forty years with Freedom 55 financial. I find that planning for the many life events that most people face is both challenging and rewarding. My passion for the job has allowed my clients to benefit over my decades of service as I help them prepare for the “what ifs” in life, death, disability, and retirement.
Since my start in the industry I have been a member of the Advocis organization which has the highest requirements for professionalism. I have obtained my Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants Designation.
In my free time I like to sail in the summer and curl and ski in the winter. My wife Laura and I also enjoy travel and time spent with our children and granddaughter. Both of us come from large families which we try to see as often as possible. As a financial planner I am reminded daily to value those I love and enjoy the time that I have with them.

Kate Duffy

I am originally from Burlington, ON but recently moved to Grimsby with my husband. I am very passionate about animals and hope to one day open my own animal sanctuary. I went to school for Cosmetic Management at Seneca College in Toronto and I worked in the cosmetic field for many years until I took interest in the finance world. I now use my love for customer service and in depth administration knowledge to work with Parkgate Financial Group and I am very excited about the future with this wonderful group of people.

Chris Barrett BA, CFP, CLU

Since 1992, I have had the privilege of working with clients to create financial plans to help protect them from risks affecting their family and/or business and guide them to retirement and then to drawing income effectively. I have built strong relationships based on trust by treating each client as an individual, listening, and asking probing questions regarding their goals and dreams, then, building financial plans around this.

Pat Burgess

For 35 years of service, I have been providing my clients with insurance and investment needs, always available and careful to meet their individual requirements and goals.
I tailor a plan specific to their needs after we review their finances, income, savings and investments. I believe it is important to regularly review these plans to reflect changes as they occur. I take great pride in the importance of my job to help with retirement and estate planning, as well as offer disability and critical illness insurance as income protection.

Darryl Bowles

Since 2005, I've had the honour of working with my clients helping them accomplish their financial, retirement and estate goals. I take pride in developing trust and strong relationships with my clients. I've had clients tell me that I've, in a way, become part of their family. I take this as a tremendous compliment as family is very important to me.

Before joining Parkgate Financial Group Inc. I worked as a Freedom 55 Financial/Canada Life Financial Advisor for 12 years. My previous work background was in business management. In school, I majored in Finance and Accounting. I understand the importance of continuing education to keep my financial planning knowledge current. I have completed all my CFP learning courses and regularly attend conferences and seminars to keep up to date on the financial industry. Financially, I practice what I preach. From the time I was 13, I enjoyed saving money and have never stopped. Now, I enjoy passing on the financial security planning knowledge that I've learned, to my clients.

I was born and raised in Ontario. I have strong roots to New Brunswick and Nova Scotia where my parents were born. I am proud a Canadian with my grandfather, Aunt and Uncles previously serving and protecting Canada in the Army, Air Force, and Navy. My ethnic background is Irish, British and Italian.

I love traveling throughout Canada, United States, and the world learning about other cultures. In 2020, I plan to visit Asia and Europe. I have tremendous joy for sports, in particular hockey, tennis, and mixed martial arts. After many years of dedication and hard work, I proudly achieved my black belt in Karate in 2018, and I'm now taking Krav Maga. I also enjoy going for drives and road trips, sharing time with family and friends, and frequenting restaurants and movies. But, nothing gives me greater joy than spending time with my wife Luisa and my daughters Marissa and Cassandra.

Dan Haney

I am a native Montrealer who joined London Life in 1975 as a Group Representative at the Montreal Group Office. After working in Montreal, Ottawa and the Maritimes, I was transferred to Hamilton in 1981 with London Life as a Group Sales Manager. In July 1984, I transferred to the former London Life General Sales Division, now Freedom 55 Financial. I joined Parkgate Financial Group in September 2018 as an Associate Advisor. I am a Past President of ADVOCIS, Hamilton Chapter, our professional association as well as a Past President of the Rotary Club of Burlington. Currently, I am a member of the Board of Directors of the Hamilton District Society for Disabled Children. When not at work, I enjoy spending time with my wife, Lisa, our two adult daughters, Cassandra and Danielle, and our canine daughter, Addie.

Diane Malcolmson

I was born and raised in Dundas, Ontario and married my best friend and high school sweetheart. After working for several years as a social service worker, I made a career change to office administration. I joined the Parkgate team in 2010. After five years in social service work and 10 years in office administration, I've discovered that the central theme of my career has been making people's lives easier. Between working with the financial security advisors on our team and interacting with clients on a daily basis, I get to realize that theme every day, which makes my job very satisfying.