Marketing Associate and Financial Security Advisors
Eagle Ridge Financial Services Ltd. prides itself on the quality of our customer service. Let us introduce you to the team that helps make this possible:
Our Marketing Associates
Danielle Gilmour BA, Marketing Associate
Danielle is Eagle Ridge's Marketing Associate. She helps direct clients and assist them with their inquiries. Danielle is your first contact regarding your account with Eagle Ridge. Danielle is dedicated to ensuring that clients needs are met and takes great care in her responsibilities. She enjoys speaking with our clients and looks forward to helping in all ways possible
Danielle completed her BA at the University of Guelph. She enjoys getting to know our clients!
Contact Danielle • (289) 997-9191
Alexis Macleod, Marketing Associate
Alexis has more than 38 years of financial service experience.
Alexis is our 'go-to' person, and her knowledge is surpassed only by her dedication to ensuring that all issues are dealt with in a timely manner, with clients needs and concerns a first priority. Alexis has been part of the Eagle Ridge family since 2007.
Contact Alexis • (905)276-1177 extension 221
Financial Security Advisors with Freedom 55 Financial
Jason Gilmour BSc(Hons.), Freedom 55 Financial Security Advisor and Investment Representative
Jason is a Financial Security Advisor with Eagle Ridge Financial and an investment representative with Quadrus Investment. Jason is a graduate from Waterloo University with an Honours BSc, with a minor in Economics.
Jason has already met many of our clients and is looking forward to working with many more as opportunities become available. Jason's expertise and profound way with people makes him an esteemed member of Eagle Ridge Financial Services Ltd.
Jason has his securities license, is licensed for life and health insurance in Ontario, and is registered to sell mutual funds in Ontario.
Contact Jason • (289) 997-9191