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Our Team
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Peter Long
Peter Long is a well know financial planner and educator in Burlington who has assisted over 2000 families to wisely invest over $125,000,000 in savings. Additionally, he has helped retirees to save up to 50% in taxes and increase retirement income by as much as 30%. He has published articles in the Hamilton Spectator, the Mutual Fund Review and the Canadian Law Journal on how to preserve and protect your retirement nest egg. As an educator, he has taught the course, On Time Retirement at McMaster University, Mohawk and Sheridan colleges. Peter is a registered and certified financial planner, two designations which prove his proficiency in building retirement and estate plans. Further, he holds his level II life insurance licence. Peter lives with his wife Rhonda and two children in Kilbride Ontario.
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Peter S. Long, R.F.P., CFP
Senior Vice-President
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Sandra Bridgwater
Sandra is responsible for the administrative operations for the team. She recently completed her 16th year coordinating Peter’s practice. One of her primary responsibilities is to ensure all daily account operations and client transactions are completed in a timely and compliant manner. Sandra has completed her Canadian Securities course and is a licensed administrator.
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Sandra Bridgwater
Administration Operator
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Kim Kingston
Kim has been a marketing member of Peter’s team for 10 years. Kim co-ordinates Peter’s education sessions, client appreciation events, and client information seminars. Other responsibilities include: scheduling appointments for annual reviews, financial plan updates, as well as daily office administrative duties.
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Kim Kingston
Marketing Co-ordinator
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Shari Rogers
Shari has been a senior team member for 12 years. In 2003, she became a licensed administrator by completing the Canadian Securities course. Shari is responsible for executing investment trades and processing contribution and redemption requests. Other office duties include the setting up of systematic plans in client accounts and facilitating transfers of registered pension plans and other investment products from relinquishing institutions.
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Shari Rogers
Senior Administrator
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Phil Spencer
Phil joins Peter in the Retirement Planning Design Team where data is collected, summarized and merged with a client’s specific objectives before creating a customized Retirement Plan. In addition to his own client base, Phil heads up our Corporate Planning division where expertise is provided in developing retirement training seminars for corporations, group pension plans and RRSPs as well as tax deferral programs for high net worth clients.
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Phil Spencer
Retirement Planning Designer
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