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.

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 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 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 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 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.

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.