George Van Arragon joined Bick Financial in 1992 and since has become a partner of the firm and plans to be around for the long haul.

George holds the designation of Certified Financial Planner (CFP) is a member of the Canadian Association of Financial Planners (CAFP) which requires adherence to a Code of Ethics and annual upgrades of technical knowledge.

George has a client service team to assist in administrative duties, as well as to provide support for all clients. Together George and his team contact all their clients on a quarterly basis.

As a dedicated investment advisor, George states "I have learned from my clients that the key is to always treat them well and stay in tune with their financial situations, as they sustain our business." He adds, "My way of doing this is by being very detailed and provide the best follow up service at all times."

George is married to Lisa and has two children, Michael and Calvin. He contributes to the community by participating in The Canadian Blood Services, Wilson Junior Golf Tour, Rotary Club, Chamber of Commerce and various church activities.


 

 

Carol Chrisholm has been employed with Bick Financial since 1994 and has developed a wealth of knowledge and experience in all areas of client management.

Carol brings a strong work ethic, unique problem solving capabilities, as well as several years experience in customer service and business processing to handle her client account administration responsibilities. She works closely with George to communicate account status and issues, to ensure clients concerns and well being , are addressed in a timely manner. We feel confident enough, from the regular client compliments we receive regarding Carol , to suggest " You can believe us or find out for yourself by giving her a call".

chisholm@bickfinancial.com

 

 

Debbie Taylor plays a key role in your financial planning team. She has been involved in Financial Services since 1998 and joined the GVA Team in 2000. In addition to working towards her CFP designation, she holds her Mutual Fund and Labour Sponsored Investment Fund licenses as well as a certificate in income tax preparation.

Debbie can help you with your tax related questions and specializes in the preparation of personalized Financial Plans for our clients. She looks forward to the opportunity to work with you in aligning your life goals with your financial goals.

taylor@bickfinancial.com

 

 

Helen Sardo joins George Van Arragon’s team bringing 15 years of experience in customer service and related administrative functions. Helen is committed to providing dedicated, quality and timely support in all aspects of client account administration. Call Helen today to set up your personalized appointment with George.

hsardo@bickfinancial.com