J. Gregory Goldsworthy B.A., CFP, CLU, Ch.F.C.
Certified Financial Planner / Chartered Financial Consultant
telephone extension #25
J. Gregory Goldsworthy was granted an Honours Degree in Business Administration from WLU. He has successfully completed many post-graduate courses including taxation, estate planning, financial planning and more, resulting in the granting of the following professional designations : in 1984 – Chartered Life Underwriter; in 1989 (as one of the first in Canada) – Chartered Financial Consultant; and in 1996 in recognition of his background and skill levels – Certified Financial Planner. Adhering to his belief in life-long learning and his desire to ensure that his knowledge is current so that you achieve your goals, he attends 30-50 hours of professional development courses each year.
2013 marked 40 years of experience in estate administration, tax and financial planning as well as providing guidance in choosing insurance and investment products from a variety of companies.
Sharon L. Goldsworthy
telephone extension #50
As the principal owner of The Financial Centre, the firm has been an important part of Sharon’s life for years but she is quick to point out that the staff are the basis for the success of the firm. She devotes many hours to community service because of the staff support.
Manager, IT & Admin
telephone extension #23
Neil is responsible for maintaining the efficiency of the day to day operations of the office, including keeping the technology, on which we’ve come to depend heavily, up to date and functioning properly. He is also one of our senior income tax specialists. Neil has also completed the mutual fund training program which enables him to better assist Greg in serving our clients.
Senior GIC Consultant
telephone extension #22
Born, raised and educated in Collingwood, Susan joined the Financial Centre in January of 1989 and quickly moved from reception duties to becoming Senior GIC Consultant. She constantly monitors the rates offered by approximately 40 banks, trust and insurance companies, and her attention to detail ensures that our clients obtain the best rates, within deposit insurance limits. She traditionally makes a point of highlighting the value of having the term deposits and guaranteed investment certificates registered in the best way to minimize estate administration fees and costs.
GIC Consultant / Reception
telephone extension #21
A Collingwood native, Sharon joined a large bank after her college education and spent over 26 years in many facets of banking. Her pleasant voice and gentle manner are often the first experience our clients have of the atmosphere in the office. She works with our clients on their guaranteed investment certificates and term deposits and often helps explain the final presentation of the tax returns prepared for our clients.