Sandy Stevenson, BA, CFP
Sandy began his career working in the financial planning industry in 1994. After working with both Mackenzie Financial Corp. and Trimark Investment Management Inc., he joined Hamilton + Partners in 1998 as a Certified Financial Planner. He works with individual clients to execute and manage customized financial, investment and insurance plans. Sandy’s clients value his dedication, service and steady, reliable advice. They particularly appreciate having a long term trusted relationship as their lives and financial plans progress and evolve. Additionally, Sandy provides education sessions plus general individual investment, insurance and retirement planning advice to the plan members of Hamilton + Partners corporate savings programs.
TEL: (403) 232-4587 | EMAIL: email@example.com
Mario Paolucci, Ch.F.C., CLU
Mario is a Chartered Financial Consultant with over 20 years of financial advisory experience. He enjoys establishing quality relationships and working with professionals and business owners while assisting them to achieve their personal and financial goals. Mario provides prudent financial counsel in the areas of wealth accumulation and income & estate protection. He also works alongside the partners at Hamilton + Partners to provide strategic and effective employee benefits plans as well as private medical access for professionals. When not working he is spending time with his family and friends, staying active, and cheering for his favorite sports teams.
TEL: (403) 232-4588 | EMAIL: firstname.lastname@example.org
Kelcey Moucha, Account Manager
Kelcey has been employed with Hamilton + Partners since 2004. Her career history brings experience in extensive customer service, sales and management. She is the Account Manager and administrative hand for both Mario Paolucci and Sandy Stevenson. She assists them with obtaining a wide range of insurance and investment products and plans for their clients, while helping them work toward achieving their financial security though effective & professional planning. Pursuant to her career at Hamilton + Partners, Kelcey obtained her diploma in Office Administration which included relevant courses in accounting and the oil and gas industry. Prior to college she worked extensively in retail management for over eight years.
TEL: (403) 232-4577 | EMAIL: email@example.com