June 2008 Newsletter File Size: 36.86kB Download

Summer’s around the Corner

Now that spring has finally arrived, the farmers have planted their crops and everyone can enjoy the beautiful days ahead.

Before you know it, summer is going to be here and everyone will be busy once again with planning for his or her vacations, harvest and enjoying the hot days.

To have a worry free vacation stop in and see Sue-Anne Hennessey for your travel insurance, which can be purchase at our Red Deer office, or life and disability insurance. If you are a business looking for group coverage make an appointment with Della Frankhanel to discuss your group needs.

Just like the seasons changing so do the markets and regulations. Stop in today and make an appointment to update your personal information, have a Portfolio review done and introduce yourself to the new staff.

We at Professional Investment Services are excited to tell you about a new T Series fund that distributes regular income with a great deal of tax efficiency. Call Cassandra today to schedule an appointment with Jim. 

Introduction of our team

At Professional Investment Services and Gilbert Benefit Consulting, we have four new team members you may not have met.

We would like to welcome and introduce you to Cassandra Rowbottom, Sue-Anne Hennessey, Della Frankhanel and Julie Connors.

Cassandra is the smiling face you will first meet when you visit our Stettler office. She is our administrative assistant and receptionist,

Della Frankhanel is the Lady you will speak with regarding Employee Benefits and Health and Dental plans for individuals as well as small businesses

Sue-Anne Hennessy has her Life and Accident and Sickness License and has a special interest in new products now being offered such as Long Term Care, Critical Illness, Disability as well as, of course ,Life Insurance.

Julie started as assistant to Jim, and is presently working on her Mutual Fund License. Della, Sue-Anne, Cassandra and Julie all bring a warm personality a welcoming smile and a wealth of knowledge.

Professional Investment Services and Gilbert Benefit Consulting would like to thank you for your continued support.

Of course Jim, Wendy and Christel are here giving our clients the financial services that

You as clients have come to expect over the years.