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About
Us
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Jeff
Shillington |
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| Jeff
Shillington, B.
Comm., CFP, TEP, EPC |
| Jeff
is a Certified Financial Planner practitioner
and principal of Harbour Planning
Group. Jeff has been a part of the
financial services industry since
1992. He is an avid speaker in the
area of estate planning and has contributed
numerous articles on financial issues
to local business publications.
He holds a Bachelor
of Commerce degree from Queen’s
University. In addition to the CFP
certification, Jeff has earned the
designation of Registered Trust
and Estate Practitioner (TEP) and
has just recently earned the Elder
Planning Counselor (EPC) designation.
Jeff is married
and has two beautiful daughters,
Katie and Kara. He is also an avid
yoga practitioner.
Jeff can be reached
at jeff@harbourplanninggroup.com
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Kevin
Goldsmith |
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| Kevin
Goldsmith, B. A.,
CFP, CLU |
| Kevin
Goldsmith has been employed in the
financial planning department of Harbour
Planning Group for 7 years, and his
experience in this industry stretches
back 9 years.
Kevin’s post-secondary
education includes a diploma from
St. Clair College and a B. A. from
the University of Windsor. He has
since earned the CFP and CLU designation,
and has recently passed level 1
of the CFA program of studies.
Kevin serves as a board member
on various organizations in the
community. He enjoys participating
in church, coaching soccer, and
interacting with his wife and children.
Kevin
can be reached at kevin@harbourplanninggroup.com
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Jeanine
Bain |
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| Jeanine
Bain, CFP |
Jeanine
is our administrative assistant.
She has been with Harbour Planning
Group since 2000 and in the financial
services industry for 16 years.
She
graduated from Seneca College with
a diploma in computer programming
and analysis and has earned her
Certified Financial Planner (CFP)
designation.
Jeanine
has a wonderful husband and two
incredible boys. She enjoys spending
time with family, participating
in church, and running.
Jeanine
can be reached at jbain@harbourplanninggroup.com. |
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Phyllis
Chapman-Handsor |
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| Phyllis
Chapman-Handsor , Client
Services Manager |
| Phyllis
is our Client Services Manager. She
has been in the financial service
industry with Harbour Planning Group
for the past 10 years. Her responsibility
is to ensure our clients receive the
highest level of personal care.
Prior to joining Harbour Planning
Group, Phyllis was in sales management.
After living in all four Prairie
Provinces, Phyllis is thrilled about
residing in balmy Chatham-Kent,
Ontario. She is a student of both
meditation and yoga and also enjoys
competing in half marathons.
Phyllis
can be reached at phyllis@harbourplanninggroup.com
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Angela
Szsuz |
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| Angela
Szsuz , Office Administrator |
| Angela
Szusz is our Office Administrator.
Angela graduated from Fanshawe College
with a degree in accounting. She has
been with Harbour Planning Group since
2002 and is responsible for maintaining
all client records.
Angela resides in the municipality
of Chatham-Kent with her husband,
three beautiful boys and one mammoth
dog. Needless to say, she lives
an active life.
Angela can be reached at angela@harbourplanninggroup.com
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