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Duane is a long-term resident of the Waterloo Region with
15 years of experience as an advisor. Duane’s professional
involvement includes involvement in the Golden Triangle chapter
of The Financial Advisors Association of Canada (Advocis).
He also serves as a Board or Advisory member for a number
of other charity, church and business organizations.
Duane's focus remains what it has
been… to offer sound advice. His value is threefold:
a deep commitment to his own ongoing education, a strong orientation
to financial planning as the first step in providing a context
for good decisions and finally, finding the products that
will help to achieve a client’s goals. Duane enjoys his
work and finds it challenging and satisfying.
A psychology graduate of University of Waterloo, Shannon has
been working in the financial services industry since 1997.
She joined the Eby team in the summer of 2001 with primary
responsibility for arranging all client appointments and follow
up. Her role includes responding to administrative and client
service inquiries while ensuring the timely completion of
all transactions.
Prior to joining the team in 1996, Gloria worked as the Dean
of Students for Conrad Grebel University College, University
of Waterloo. Gloria looks after many of the background details
involved in keeping a business and office running smoothly.
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