Certified Financial Planner
Simon Ffrench is a 40 year resident of Simcoe County. He lives with his wife Caroline on 24 acres in Egbert. His two sons and one daughter have graduated university and college and are making their way in their own careers. One son is teaching, one son and daughter in law are running the family Certified Organic Vegetable Farm, Cookstown Greens. and his daughter is soon to join Simon at Atlantis Financial Inc.
In his leisure time, Simon enjoys being outdoors doing anything from farming, going for a long walk with the dogs to golfing, but mostly in the fairer weather, Road Biking. Another interest is entertaining grandchildren on walks at the farm
In their earlier years, Simon and Caroline devoted much of their time on the executives of minor sports clubs in Cookstown and Innisfil. Since 2002, time was spent helping to rejuvenate an organic farming business which provides employment for 9 local and 8 migrant workers. Caroline and Simon have forged some bonds with Gilda’s club of which they have become regular supporters and sponsors
After 7 years in Agricultural sales and marketing and after 8 years in his own Agricultural business, Simon joined Sun Life in the financial services industry. He has received his Life Insurance Licence, Mutual Funds Licence and Certified Financial Planners designation. He formed his own financial planning organization in 1998 and, along with Allan Norman, started Atlantis Financial Inc. in 2000. Working in conjunction with some of Canada’s best advisor organizations and local professionals you can be sure that he provides a broad spectrum of educational and professional planning and investment services of a high standard. With his special vision, enthusiasm for the possible and entrepreneurial nature, Simon has been a very effective advisor for small business owners, farmers and those looking to form a financial and investment portfolio plan for a successful retirement.
Allan Norman, M.Sc., CFP, CIM
Certified Financial Planner
I started my career with Sun Life in the summer of 1995 and after two years joined the CIBC. Two years later Simon Ffrench and I created Atlantis Financial Inc.
My approach to planning is to use computer software to make the process fun, engaging, and interactive. My goal is to provide you with the information and experience (through simulation) you need to make confident decisions.
Some of my accomplishments include:
- Attended the Federal budget lock up in 2018 and was published in Macleans Magazine
- A frequent writer for MoneySense magazine
- MoneySense approved financial advisor until the program ended.
- 1st runner up in the national Plan Plus Global Financial Planning Awards (2016)
- Certified Financial Planner (CFP) designation 1998
- Canadian Investment Manager (CIM) designation 2000
- Branch manager designation 2002
- Certified Financial Divorce Specialist designation 2015
- Masters of Science, Univeristy of Guelph 1992
- Learned to ride a motorcycle in 2013
- Completed Lee Parks total control advanced riding level 1 and 2
- 3rd place finish in the Barrie ping pong tournament 2012
- I built a cedar strip kayak from scratch
- I have a private pilots license
- I was a nationally ranked sprinter a long time ago – I’m a little slower now.
Some of my more interesting past jobs include: Fishing guide north of Wawa, cabinet maker, picture framer, boiler operator, lift truck operator, and an urban planner.
My wife Caroline and I live in Oro-Medonte and we have two children who about to embark on their careers.
I enjoy wood working, ping pong, sailing, motorcycle adventures, and baking pies.
Horst brings his 35 years of Financial planning experience and knowledge to the team of Atlantis Financial Inc. His experience working in the financial services industry, his love for life in building relationships with people has made Horst a trusted associate and we are pleased to have Horst on our team where he continues to maintain old and new relationships.
Donna has over 30 years administrative experience in the financial services industry. She is responsible for looking after the day to day operation of our office to ensure that both the office and paperwork flow smoothly. It is Donna’s priority to ensure our clients receive the best customer service and client experience possible.
Originally from rural Saskatchewan, Donna and her family moved to Ontario in 1983, first to Kincardine, then to Smiths Falls and finally to Barrie in 1986. Donna enjoys her grandchildren, traveling, new life experiences and meeting people.
Shona has worked in the financial services industry for 29 years with a wide and varied background including Private Banking, Estate and Trust Services, Relationship Management and Commercial Banking. As a strategic assistant at Atlantis Financial she assists with research, special projects and the firm’s insurance business. Shona has her CIM designation and she has completed the CSC and LLQP.
Shona raised her family in Bolton where she was active in the local not-for-profit community with over 20 years of volunteer experience with the Caledon Chamber of Commerce. Shona relocated to Alliston in 2016 where she lives with her husband and Morkie puppy Georgie Girl.
Angela is a strategic assistant at Atlantis Financial responsible for overseeing all administrative and client service needs of our clients. With her 27 years of experience and delivering outstanding client service, her strengths lay in her professional, friendly and helpful approach to assist clients.
Angela currently holds her mutual fund, branch managers and LSIF licenses.
Living the majority of her life in Barrie, she feels very connected and dedicated to the community. She has spent a number of years volunteers for the local hockey association.
In her spare time, Angela enjoys spending quality time and travelling with her husband, two daughters and family.
Angela is very excited to join our team and is looking forward to meeting you and assisting you with your financial and client service needs.
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