We are a service-oriented, financial planning, brokerage office providing our clients with values-based and understandable solutions to meet their business, estate and retirement planning needs.
Through the use of insurance, investment products and current financial planning software, we provide our clients with peace of mind in the achievement of their personal goals.
As Marketing Assistant, Olga’s responsibilities include the ongoing service of Ogilvie Daugherty Financial through the administration of Richard’s new and existing clients.
Olga has completed and passed the Canadian Investments Funds Course.
Brian joined the team in April 1993. Brian has been in the financial services industry for 20+ years.
Brian's focus is towards small business owners, their business and personal financial planning needs and helping all clients with their retirement planning.
Brian is licensed for Life Insurance (including disability and health benefits) and uses Mutual Funds (including Labour Sponsored Funds) for effective planning.
As Administrative Assistant, Melissa's responsibilities include the ongoing service of Ogilvie Daugherty Financial Services through client contact by letters, newsletters, seminars and promotions.
Melissa provides administrative support to the whole team.
Kathleen Mack
Marketing Assistant
Kathleen joined the team in April 2006. Kathleen has worked in the industry for the past five years.
As Marketing Assistant, Kathleen’s responsibilities include the ongoing service of Ogilvie Daugherty Financial through the administration of Brian’s new and existing clients.
Kathleen has completed and passed the Canadian Investments Funds Course.
Richard A. Daugherty, CHS
