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Heather is pleased to join Trevor at the Georgian Bay Financial team in 2010.

Heather brings with her twenty-nine years of customer service experience at a Simcoe County electrical utility where she worked since graduating from Seneca College’s Legal Administration program.

Heather and Trevor have lived in Orillia since 1995 and Heather looks forward to enjoying life full-time in the community where she now works as well as lives.

Dale settled in Orillia in 1973 and began a 28 year career in the Banking sector. She joined London Life in 2002 as a Financial Security Advisor and in 2008 joined with Jed Levene with Georgian Bay Financial Inc.

She has been a Rotarian for 17 years and believes in their motto of `Service above Self`. Giving back to her community is a passion and commitment that she follows through her work in both her professional and personal life.

Orillia   705- 259-5334
Toll Free:  866-578-5334

Orillia   705- 326-5913
Toll Free:  866-622-4858

Patty was born and raised in Orillia and although she has lived in Barrie, Mississauga and North Bay, she considers Orillia her home and a great place to raise her family.

Patty has spent 20 years in the financial industry and enjoyed serving her customers and helping them achieve their financial goals.

Patty joined Freedom 55 in February 2009 and was pleased to be a part of the Georgian Bay Financial Team.

Orillia   705-329-4858
Toll Free:  866-622-4858

Georgian Bay Financial represents Freedom 55 Financial, a division of London Life Insurance Company.

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. used with permission by London Life Insurance Company.


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  Georgian Bay Financial Inc. | 118 Mississaga St. W., Orillia, On L3V 3B1 | 705-329-4858 and 705-326-5913

Serving the areas of Muskoka and Georgian Bay including Parry Sound, Orillia, Huntsville and Bracebridge