Ronald G. Postin
Philosophy/Mission Statement
Either you set your goals and, in doing so, have your life governed by choice or you do nothing and have your
life governed by chance. My approach is to provide unique solutions for each individual to achieve his financial
goals.
Experience and Education
Since 1972, when Ron graduated from the University of Western Ontario with a degree in Economics, Ron has been
helping clients manage their finances, first as a loans officer and then as a branch manager and a manager of
independent business with a Canadian Bank. Using this financial experience, and as an independent advisor Ron is
now working directly for his clients. Ron continues to develop his financial planning skills in the CFP program
and other professional studies.
Professional Focus
Ron's goal is to help his clients sort out the complexities of their unique financial situations by providing
professional financial planning services and follow-up their progress with regular contact.
« Back to Associates page
|
 |
Ronald G. Postin
Desjardins Financial Security Independent Network and Investments Inc. 2301 Carling Ave., Suite 200 Ottawa, ON K2B 7G3
Please feel free to contact me through one of the following methods:
By phone:
(613) 829-8855 Ext. 243
Or e-mail us using our quick and easy contact form on the left.
Testimonials
“Ron was a bank manager for many years and he has a lot of experience in his chosen
field. Trust is earned and Ron has earned our trust.”
M.H.
“Ron takes great care to understand your needs and your personal situation, so that
his advice is extremely relevant. He explains the various options to ensure that your money is working for you in
the best ways, using the provisions to RRSPs to best advantage, and recommending adjustments to the funds when
appropriate. He also has a long check list of your family administration needs, so that he reminds me to update
my will and has found a life insurance package that suits my particular stage in life.” S.L
|