Administration

Call to make an appointment

(519) 736-4811

reception@dollarsandcents.co

Investment Administrative Team

Elaine joined the Dollars and Cents team in April 2018. Elaine brings extensive knowledge and administration experience stemming from her previous roles within the travel insurance and law industries.

Jane has been with Dollars and Cents Investments Inc. since December 2014. Jane has 12 years of previous investment administration experience working in a mutual fund/insurance office. We welcome Jane to our team.

Dollars and Cents Investments Inc. is looking forward to servicing all existing clientele for many years forward and welcomes all new clients.

Reception Team

Call to make an appointment

(519) 736-4811

reception@dollarsandcents.co

Our reception team is the back bone of the business. They take care of everything from greeting the clients when they first walk in the door to answering telephones, making appointments, inputting data and file management. This is just a very small list of the various things this team is responsible for. They are a wonderful team of multi function staff that really work together to make the rest of the office run smoothly.

Elise

Reception Manager

Pat

Mutual funds are distributed through Desjardins Financial Security Investments Inc.
This site is not the property of Desjardins Insurance1 and Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.
Desjardins Insurance1 refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
Life and health insurance products are provided by Mitchell Boucher through PPI Solutions. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.
Bookkeeping and Income Tax preparation services are provided through Dollars and Cents Investments Inc. Bookkeeping and Income Tax preperation services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are these services available and/or offered, supervised or reviewed by DFS Investments.
For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.

Dollars and Cents Investments Inc. has your best 'interest' at heart!