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Your Team at Rawling Financial

Rawling Financial helps to ensure that you, your business, and your family are properly protected. Working with your own advisors and other outside financial experts, I will use a team approach to find the solution that is best suited for you. Rawling Financial is committed to helping you achieve your financial goals.

Please click on a photo for more information about each member of the team.

Hugh Rawling
CFP, CLU, Ch.F.C.
Financial Coach and President
  • Financial coach
  • Creator/practitioner of the "Planning Trail Program"
  • Insurance and investments
  • Hugh's interest in self employment evolved while attending Huron College at the University of Western Ontario. In addition to his full-time educational pursuits, Hugh owned and operated his own business; Rawling Landscape and Maintenance Service. This enterprise paid for his university tuition and allowed him to purchase a house, at age 19, where he lived and rented rooms to other students. In 1979, Hugh joined London Life as a financial security advisor. July 1998 he established his own business; Rawling Financial Inc. Hugh's personal entrepreneurial ventures have given him a first-hand understanding of his business-owner customers' needs. Using this knowledge, he created The Planning and Product Trail System. Hugh holds the three major financial planning designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Certified Financial Planner (CFP). He is Past President (1990) of the London branch of Canadian Association of Insurance and Financial Advisors (CAIFA), now know as ADVOCIS. He is married with 2 daughters.

    Coreen Wheaton
    Customer Care Assistant
  • Customer care administration
  • Coreen joined the Rawling Financial Team in December of 2007. Previously, she worked as Executive Administrator in a major London brokerage firm, coordinating and managing client investment needs.
    Coreen’s success in the Financial Services Industry is driven by her commitment to building and maintaining strong client relationships by providing exceptional care, and service.
    Coreen will help support all your financial needs, including investment details, life, disability and critical illness insurance and the completion of your Planning Trail Program.

    Steve Shillington
    HBA Bus., CA, FLMI, CFP, TEP
    Tax & Estate Planning Consultant
    Private Wealth & Estate Services
    London Life Insurance Company
  • Tax and estate planning
  • Research and analysis
  • Steve graduated from the University of Western Ontario in 1977 where he obtained his Honors degree in Business Administration. He received his Chartered Accountant designation in 1979. Steve spent 10 years with KPMG where he completed the CICA in-depth tax course. As senior tax manager, he assisted owner-managed corporate customers with taxation and related estate planning issues as well as providing personal tax planning advice. Steve has many years of experience in the financial services industry, including roles as both a member and Director of The Tax & Estate Planning Group. He has spoken at numerous corporate and industry conferences, including Conference of Advanced Life Underwriters, Federated Press and Strategy Institute on topics such as taxation, business succession, exempt life insurance and other estate planning topics. Steve is a Certified Financial Planner and Fellow, Life Management Institute. He is a member of the Canadian Tax Foundation, the Conference of Advanced Life Underwriters, Society of Trust and Estate Practitioners, Canadian Association of Gift Planners and the London Estate Planning Council.

    Lyndon Campbell
    CFP CIM
    Manager, Retirement and Investment Services
    London Life Insurance Company
  • Investment strategy, portfolio review, and retirement planning
  • Specializes in working with clients who have from $100,000 to $500,000 to invest
  • Lyndon attended St. Francis Xavier University in Antigonish, N.S. where he studied Economics and Political Science. He received his CFP (Certified Financial Planner) designation in 2001 followed by his CIM (Canadian Investment Manager) designation in 2007 and his FCSI (Fellowship of the Canadian Securities Institute) designation in 2008. Lyndon began his career working with London Life in London, ON in 1990. He subsequently has held different positions in both the Insurance and Banking Industries over the years. Lyndon has over 18 years experience dealing with a wide variety of client Financial Interests and building Investment Portfolios to help clients achieve their desired goals. Lyndon has served on several boards in the London area for a variety of charitable and special interest groups. He is presently a member of Advocis for the promotion and recognition of Professional Financial Advisors.

    David J. Pangborn
    MBA
    Private Wealth Counsellor
    Private Wealth & Estate Service
    London Life Insurance Company
  • Investment strategy and portfolio review for high net worth clients
  • Specializes in working with clients who have over $500,000 to invest
  • David graduated from Queens University in 1980 with a BA and in 1983 with an MBA. He later obtained his insurance license, passed the Canadian Securities Course as well as his securities management courses, and achieved the Registered Financial Planner (RFP) designation. Since 1985, he has held a number of positions in the securities/mutual funds/financial planning field, including financial consultant and as a branch, regional, and national manager. David's primary clientele in his practice were business owners and medical professionals. His expertise led him to teach a financial planning course for Seneca College, host a six-part television program on financial planning, and appear as a guest expert on a televised RRSP special. David has also appeared as a guest speaker at numerous conferences and seminars for both investors and financial advisors.

    Brad Black
    RHU
    Regional Living Benefits Manager
    Great-West Life Assurance Company
  • Disability and critical illness insurance
  • Brad is a graduate of the University of Western Ontario and holds the Registered Health Underwriter (RHU) designation. The focus of his role is supporting advisors with the implementation of disability and critical illness insurance solutions specific to the business owner, professional, and executive markets. Given the varying complexity of these products, he is involved in all phases of the implementation process (product design, medical & financial field underwriting, and tax efficiency). He has been in the financial services industry for 6 years and has loved every minute of it!

    Lynn MacMillan
    CLU, FLMI
    Manager, Life Products
    London Life Insurance Company
  • Life insurance
  • Lynn has extensive experience in the Life Insurance Industry with over 15 years of service in the financial services/insurance sector. Lynn has worked in a variety of roles, from advisor support in the large case market to managing a financial centre office. As well, she has been involved extensively in the development and training of new advisors, all with a leading insurance company in Canada. Lynn is a graduate of McMaster University and holds the designations of Chartered Life Underwriter (CLU) and Fellow Life Management (FLMI). Lynn’s primary focus will be on the large life case market and the overall achievement of life insurance results.

    J. Wayne Koch
    CLU, REBC, GBA
    Partner
    Selectpath Benefits & Financial
    Employee Benefits & Pensions
  • Flexible and traditional employee benefit plan design, cost containment and benefit integration strategies
  • A founding partner of Selectpath, Wayne's experience in the financial services industry began in 1980. Prior to establishing himself as an independent broker, Wayne worked for several years as an employee benefits sales manager for one of Canada's largest insurance suppliers.
    Wayne's specialties include flexible and traditional employee benefit plan design, cost containment and benefit integration strategies. With a focus on the manufacturing and high-tech sectors, Wayne is well versed in all sizes of case management.
    ©2007 Rawling Financial Inc.