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W. H. Stuart
& Associates was founded
on the rather simple principle that people
were not being treated the way they deserved
to be by the Financial community. I felt that
people were not having the whole picture explained
to them. W. Howard Stuart says "We wanted
to build a company where the education of
clients about financial matters came first
and foremost". |
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W. Howard Stuart and Dianne Stuart are both
former teachers and their love of teaching
has been their guiding philosophy.
We have always believed that our real strength
lies in our sales associates and so we have
created an environment where we can make
input into the decision making process by
creating an "Elite Team" of associates who
have shown they have what it takes to be
successful in the industry.
Everything is aimed towards providing the
very best service available to our clients.
We believe true success is achieved when
our clients acquire financial freedom.
Our approach remains the same. We don't
Sell. We Educate. Our registered representatives
form the basis of our success and in turn,
we provide you with the support and service
needed to grow your practice. No other firm
gives you more choices and possibilities
for your future! Discover what it means
to build your practice your way with a firm
that really cares. Our pledge is to offer
our associates the opportunity to become
shareholders of this dynamic rganization.
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Why? Because
we believe that “partners” are “more
loyal, partners are more committed, partners
work harder.”
We have always believed that our real strength
lies in our sales Associates and so we have
created an environment where they can contribute
to the decision making process by creating
an “Elite Team”
of Associates who have shown they have what
it takes to be successful in the industry.
These partners are willing to take the time
and make the effort to help build our Company.
They provide leadership in the form of personal
production, recruitment and training of
new representatives, advice on issues the
Company is facing and advice on overall
planning of future Company directions.
Everything
is aimed toward providing the very best service
available to our clients.
We believe true success
is achieved when our clients have acquired
financial freedom.
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Michael
McBurney
Senior VP, Sales & Marketing
Michael McBurney
is the Vice President of Sales and Marketing for
W. H. Stuart & Associates on
both sides of the U.S. and Canadian Broker Dealer.
Michael has 19 years of experience in the financial
services industry with a strong emphasis on defined
benefit plans, defined contribution plans and deferred
compensation plans. Michael also has an extensive
background in recruiting experienced qualified representatives
and handles all contract negotiation with strategic
partners and product providers. Michael resides
on the US/Canadian border in Sarnia, Ontario with
his wife Celine and son Brandon.
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Dino DeRosa
Chief Compliance Officer, W. H. Stuart & Associates
Dino is our
Chief Compliance Officer and is also involved with
recruiting and agent development. Dino was an educator
32 years with the Huron-Superior Catholic District
School Board and held positions as teacher, Vice-Principal
and Principal. Dino acquired a BA in Psychology,
a MA in Education and a MA in Counseling. Dino holds
both a mutual fund and insurance license, Branch
Managers Course, and Officers' Partners' Directors`
course. Dino has taken advantage of our international
licensing programm and has taken both to the Series
6 and Series 63 to become a licensed representative
in the United States.
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Copyright
© 2011 W. H. Stuart & Associates. All
rights reserved.
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