About Us
Latimer Financial Services
While large broker-dealers are focused on transactional relationships and asset gathering, Latimer Financial Services wants our clients to experience a more personal relationship built on trust, integrity, and solutions.
​
Our mission is to help our clients on an individual basis and guide them through retirement with a trusted advisor.
​
Upon choosing to work with us, you become part of the Latimer Family. Our chief concern is helping our clients truly feel as if they can rely on us to create financial peace of mind. The pressures of everyday life can be overwhelming in itself and it is of the utmost importance for us to help alleviate the financial pressures by providing what we believe is world class service.
Meet Our Leadership
Our leadership offers clients over 70 years’ worth of experience, as well as recognized designations in the field of investment planning.
​
With their years of experience and education, they believe in providing their clients with an optimal retirement plan that includes a variety of valuable services to help meet their goals. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
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 Services serves over 400 families whose combined investments total over $ 125 Million.
​
DESIGNATIONS AND TRAINING
​
-
Financial Planning Standards Council (FPSC) CFP certification: This is a not-for-profit organization that develops, promotes and enforces professional standards in financial planning through Certified Financial Planner/CFP certification, and raises Canadians’ awareness of the importance of financial planning.1 FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. This organization continually strives to ensure all standards for CFP professionals are relevant and rigorous. Hugh Latimer holds the designation of registered CFP from the FPSC in good standing with no disciplinary history. As such, he adheres to the Standards of Professional Responsibility of CFP Professionals and FPSC Registered Candidates.
​
-
Chartered Life Underwriter (CLU): The Chartered Life Underwriter (CLU) designation is recognized as an elite distinction in the financial services industry. To obtain this designation requires successful completion of advanced courses on taxation, law, and estate planning. The designation expands on the CFP program by focusing on complex estate planning and wealth transfer activities. Hugh is a CLU designee in good standing on the public registry.
​
-
Chartered Financial Consultant (CH.F.C.): A Chartered Financial Consultant (CH.F.C.), like Hugh, offers you in-depth knowledge of both financial planning and insurance because he has studied many aspects of capital accumulation strategies. This designation is most commonly held by those working in the insurance industry.
​​
W. A. (Bill) Latimer
QAFP, CPCA, CEA
Bill joined Latimer Financial in 1992 after completing the Business Administration course at Red River College.
Bill continues the family tradition of offering a financial planning perspective to problem solving for our clients, with the belief 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.
Bill has been married to Karen for 24 years and they are the proud parents of Dan and Jack.
​
DESIGNATIONS AND TRAINING
​
-
Certified Professional Consultant on Aging (CPCA): The Certified Professional Consultant on Aging (CPCA) designation course is an important component of the overall Age-Friendly® service revolution.2 Bill Latimer is a Certified Professional Consultant on Aging (CPCA) offering relevant, appropriate and respectful service on issues facing seniors (and those caring for them) such as debt management, care-giving needs, changing family structures, and wealth transfer. A professional CPCA follows the Code of Professional Responsibility
​
-
Certified Divorce Financial Analyst (CDFA): Certified Divorce Financial Analysts (CDFAs) are trained to assist with financial issues relating to divorce, such as: valuing and dividing property, child and spousal support, tax implications, RRSPs and pension plans, health care coverage, interpreting proposed settlements and much more. If you are facing the challenges of divorce, please contact Bill Latimer.​
Meet Our Staff
Merle Latimer
Licensed Administrative Assistant
and trusted General Factotum, Merle joined Latimer Financial in 1997 after 36 years’ experience in the life insurance industry. Merle has developed an excellent rapport with our clients and prides herself on delivering exacting service. Merle enjoys travel with her favorite Latimer.
Yuliia Maksymchuk
Licensed Administrative Assistant
We were extremely pleased to welcome Yuliia in August of 2022 from Ukraine. Yuliia has a Bachelor’s and Master’s degree in Philology (language) and quickly passed her mutual fund licensing exam. She has become a valued member of our team
Stephanie Bencharski
Administrative Assistant
and director of first impressions. After 15 years’ experience in the life insurance industry, Stephanie joined us in 1998. Stephanie enjoys an excellent relationship with our clients.