*Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.
Copyright Deverall, Calma & Associates 2A - 209 Frederick St. Kitchener, ON N2H 2M7
Phone: 519-741-1259 Fax: 519-741-1592 E-mail: firstname.lastname@example.org
CFP CLU CHS
As a Certified Financial Planner with Deverall Calma & Associates,, Shane is dedicated to providing clients with detailed financial and estate plans. His focused approach helps clients unravel complex situations and develop effective solutions. Shane has been Mutual Fund Licensed since 2004 and has 13 years in the industry.
CHRIS SHANTZ*, BA CFP CLU
As a Certified Financial Planner with Deverall Calma & Associates, Chris is committed to providing clients with a comprehensive and focused plan. His approach aids in the understanding and value of the products offered by Deverall Calma & Associates. Chris has been Mutual Fund Licensed since 1997 and has 20 years in the industry.
MARK CALMA*, CPCA EPC
As Vice President of Deverall Calma & Associates, Mark is dedicated to helping clients with their financial goals. Mark has been Mutual Fund Licensed since 1994 and specializes in long term care, retirement income planning and estate protection. He ensures each client receives the time and individual attention they deserve. With 28 years in the industry Mark's experience is a vital asset to the team.
DAVE DEVERALL*, B.Sc CFP CLU
As President of Deverall Calma & Associates, Dave is continually futhering his education in order to ensure his clients receive the most current information and advice . Dave has been Mutual Fund Licensed since 1986 and has over 31 years of experience in the industry. He is very active in the employee benefit market and has a keen interest in the stock market, economics and monetary policy.
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