Business Hours

Monday-Friday 8:30-5:00

Phone: 709.634.4944

info@harbourfinancialgroup.ca

Corner Brook, NL

90 Broadway, A2H 4C8

Category: Advisor

Paul Stratton B.Sc.

Paul Stratton B.Sc.

Paul has been practicing as an independent financial advisor for over 22 years. Paul obtained a Bachelor of Science degree from Memorial University in 1976. He later entered the industry with his father, Tim Stratton. As a second generation financial advisor, he has built a very successful practice as his father did; putting customer’s needs first, and providing outstanding professional service. His reputation in the community is outstanding and he prides himself on doing things ‘the right way’ with everything he’s involved in.

Paul’s strong ethics influences everything we do in our company. We have developed a process for the clients that educates, provides service and attention to detail that we feel addresses what clients want. We have also developed a service plan that regularly schedules face to face meetings at the convenience of the client. This has been paramount to Paul’s success and it will continue to shape the direction of our company. The client always comes first.

Paul and his wife Betty have been committed to volunteering in the community throughout their lives. They are very proud of their 3 children, Julia, Matthew, and Daniel. In his leisure time you can find Paul on the golf course, trout fishing or spending time volunteering at his church here in Corner Brook.

Scott Shears CA

Scott has been involved in the financial services industry for over 20 years. He completed a Bachelor of Arts, Majoring in Economics, along with a Bachelor of Commerce from Memorial University in 1975. He then articled with a National Accounting Firm and obtained a Chartered Accountant (CA) designation in 1980. He lectured Business courses for Memorial University of Newfoundland, as well as the College of the North Atlantic in Corner Brook and worked for a National Accounting Firm for a number of years before becoming a Financial Advisor.

His on-going service to the Provincial Board of the Institute of Chartered Accountants, as a both past Chair, and a current board member, ensures a high level of integrity and expertise that serves both his Small Business and Individual clients. His CA background allows him to provide excellent Retirement Planning, Succession Planning, Tax Planning for all his clients.

Scott has clients across the entire province and has both Mutual Fund and Insurance Licensing. He has considerable experience with Group Health Plans as well as Group Retirement Plans. His goal is to provide his clients with the professional expertise and products needed to achieve all their financial objectives.

Scott and his wife Donna are very active volunteers in the community. They love golfing and are members of the Corner Brook Curling Club. On the weekends you can find Scott relaxing at his cottage in Rocky Harbour.

Scott Shears CA
Geoff Wareham B.Sc.

Geoff Wareham B.Sc.

Geoff obtained a Bachelor’s degree from Acadia University in 1998, completed the Canadian Securities Course in 2001, and the Professional Financial Planning Course in 2003. He prides himself on building strong relationships with his clients and providing professional service. He is a 5th generation independent business owner and believes in building a professional, independent advisory solution for his clients. He holds both Mutual Fund and Insurance licensing.

He has a clientele comprised mainly of individuals and small business owners.  In his practice, emphasis is placed on providing excellent service and educating clients in order to make intelligent decisions and his practice concentrates in the areas of investment, retirement and estate planning.  He works closely with each individual to develop an individualized financial plan designed to meet specific objectives. He has a network of other local professionals such as accountants and lawyers to cover all of his client’s specific financial and estate needs.

Geoff is a big supporter of local business and initiatives. He has been involved in countless local committees and fundraising. He currently volunteers as a Scouts Canada leader, is a founder/volunteer of the local Mountain Bike Trail Building Group, and is a Cross Country Ski Instructor at the Blomidon Trails JackRabbit program.

Ann Parsons

Ann has been in the financial services industry for over 40 years. She has built her financial planning practice on such principals as trust, integrity, and a sincere interest in helping her clients achieve peace of mind.

Ann became an independant financial advisor in 2000, after 25 years in the banking field. Prior to that date, she became a Fellow of the Institute of Canadian Bankers in 1984, completed the Investment Funds in Canada Course in 1992, and the Canadian Securities Course in 1995. She obtained her Life Insurance Agent’s license in 200I in order to meet the life insurance and living benefit needs of her clients. Also in 200I, Ann earned the Certified Financial Planner designation.

Ann has lived in Pasadena  for over 34 years where she and her husband raised their two children. She  is currently a member and past President of the Rotary Club of Corner Brook, a member of the Rotary Music Festival Committee, and has been both a cub and a scout leader when her children were younger.

Ann Parsons
Stephanie Power

Stephanie Power

Stephanie became an Independent Financial Advisor in 2010 after three years in the accounting and taxation field. She has brought enthusiasm, energy and a fresh perspective to our team, and is truly committed to helping our clients “live their dreams” through sound financial planning.

Stephanie obtained a Bachelor of Commerce degree from Saint Mary’s University in 2007 and immediately began working toward the Chartered Accountant designation, which she obtained in 2009. During that time, she also completed the income tax specialization program, CICA In-Depth Tax Course Parts I and II. Stephanie completed the Investment Funds in Canada course in 2010, and the life insurance qualification program in 2011. Stephanie has added  taxation and estate planning experience to our team, which has proven to be of great benefit to our clients.

Stephanie lives in Massey Drive with her family, and is involved in various community activities in the Corner Brook area. She is Past President and an active member of the Rotary Club of Corner Brook, as well as a member of the Rotary Music Festival Committee.