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http://www.rawlingfinancial.com/The Rawling Report

http://www.rawlingfinancial.com/The Team

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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.


    Stephen Hebden
    Financial Security Advisor
  • Insurance and investments
  • Steve’s passion for helping others has been a life-long priority. He has been active in many community initiatives most notably as a past board member of Mission Services of London and Community Habitat of London as well as a past Co-Chair of the Engaging Journey’s program where he developed future board members for the London community. Steve matches his passion for helping others with a strong educational background from Western University where he received an Honours Specialization in Economics and a minor in Social Justice and Peace Studies. He began his financial services career with London Life in 2009 and has now partnered with Rawling Financial Inc. to continue to grow his business and enhance his clients’ experiences. He is a married to Danielle and they are proud parents of their two children, Gwen and Zachary.


    Jacqui Parsons
    Customer Care Assistant
  • Customer care administration
  • Jacqui has many years of experience working in customer service. She is a graduate of the Law Clerk program at Fanshawe College. Her husband Jeremy and herself are parents to their three beautiful children, Addisyn, Layne, and Hollynd. She is happy to help with any questions you may have.


    Daryl Martin
    CFA, 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
  • Daryl brings over 12 years of industry experience to his role as Private Wealth Counselor. Prior to joining Great West Life Daryl worked for Canada's largest bank, as well as the country's largest independent mutual fund company, along with two Toronto-based boutique firms that focused exclusively on servicing client families with investment portfolios of at least $1 million. With a background as an investment analyst and registered portfolio manager, Daryl's experience includes working closely with clients to ensure each investment policy is tailored to their individual needs and comfort level, the vetting and selection of individual investments to satisfy the investment mandates and ultimately, taking responsibility for the implementation and reporting of those mandates. Daryl graduated from the University of Victoria where he majored in Economics with a minor in Psychology. He is a CFA Charterholder and member of the Toronto CFA Society.


    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.


    Chad Dawson
    M.Sc., MBA
    Employee Benefits Consultant
    Selectpath Benefits & Financial
  • Flexible and traditional employee benefit plan design, cost containment and benefit integration strategies
  • Chad started his career in the Group Benefits marketplace in 2000. Prior to joining Selectpath Chad was an Account Executive with one of Canada’s largest insurers. Chad has also held senior management roles in the areas of Disability Management, Organizational Health and Wellness and Vocational Rehabilitation. Clients that work with Chad can expect a comprehensive approach to Employee Benefits management that meet the needs of the business and its employees. Chad’s main focus is on the small to mid-sized group market, bringing creative, cost-effective solutions across a variety of industries. Chad’s approach in this market is to maximize the value of benefits plans for employers, allowing them to attract and retain the best employee talent. Chad’s clients can expect an emphasis on service, support and technical expertise, allowing them to focus on their core business.


    Lyndon Campbell
    CFP, CIM, FCSI, EPC, RRC
    Investment Consultant
    Great West Life
  • Investment strategy, portfolio review, and retirement planning.
  • Specializes in working with clients who have from $100,000 to $500,000 to invest.
  • Lyndon is a graduate from the St. Francis Xavier University and earned his Certified Financial Planner (CFP) designation in 2001. His designations also include Canadian Investment Manager Designation (CIM), Fellow of the Canadian Securities Institute (FCSI), Elder Planning Counselor (EPC), and Registered Retirement Consultant (RRC). Lyndon has been in the financial service industry since 1995. He has worked with Great West Life and London Life advisors since June 2008. Lyndon has over 20 years of experience in the financial services industry, holding positions at a major Canadian bank and a leading insurance company. In his current role, Lyndon works with financial security advisors and their clients to ensure that their investment portfolios are consistent with the investor’s goals and objectives. He assists in the implementation of tax and estate planning strategies as well as portfolio design.


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