Latimer Financial Services team
Hugh E. Latimer
CFP, CLU, CH.F.C. Life member, Million Dollar Round Table
After spending 26 years in sales and management for two large Canadian life insurance companies, Hugh started Latimer Financial Services in 1987.
Hugh’s original vision was to build a financial services boutique based on the needs of his clients, rather than the sale of financial products.
Offering solutions only when needed, always with problem solving and adding value in mind, today Latimer Financial serves over 1,000 clients whose combined investments total over $ 70 Million.
W. A. (Bill) Latimer
Bill joined Latimer Financial in 1992 after completing the Business Administration program at Red River College. He is a Certified Professional Consultant on Aging and a Certified Divorce Financial Analyst.
Bill continues the family tradition of offering a financial planning perspective to problem solving for his clients. Bill believes that if he first seeks to add value, strong relationships will follow.
As Latimer Financial is a family business, Bill understands the importance of the continuity we offer families and the value this provides in planning from one generation to the next.
Our valued staff
joined us in 1998 after 15 years experience in the industry.
and trusted General Factotum, Merle joined us in 1997 after 36 years experience in the life insurance industry.