To help our clients reach their financial goals through quality and conscientious service.
Fritz entered the financial arena in 1983 through the life insurance industry, after earning a Bachelor of Economics degree from University of Western Ontario. He quickly determined that to better serve his clients, he needed to incorporate a planning approach. With graph paper in hand and a calculator, he developed his first financial plan.
Since then Fritz has improved his technical skills through education, obtaining his CFP (Certified Financial Planner) designation, his CLU (Chartered Life Underwriter) designation, and his CHS (Certified Health Insurance Specialist) designation. He has also left his graph paper behind and now incorporates state of the art Financial Planning software. However, Fritz is quick to point out, the key to a great financial plan is not the technology or the designations, but to listen to our clients, to understand their goals, and be their financial coach as they strive to reach their goals.
Fritz was born and raised in Stratford, where he now lives with his wife Brigitte. He is an active member of the Rotary Club of Stratford, where he served as a Club President in 2007-2008. He also serves on the Forever Fund committee of the United Way Huron-Perth and the Zion Lutheran Church Endowment Committee. You can find Fritz at the local YMCA early each morning, where he tries to keep in shape to pursue his other passions; skiing, dragon boating and golfing.
Phone: (519) 271-2722
Fax: (519) 271-2792 Email: email@example.com
Joanne joined Fritz Financial Planning in January 2011, but has been a marketing assistant in the financial services industry for 24 years.
Joanne enjoys volunteering with the Sebringville Optimist Club, currently serving as Youth Committee Chair. She is also active at her church, currently serving as the Chair of the Official Board and Chair of the Property Committee. She lives in Sebringville with her husband Earl. They have three children, a cat and a dog.
Phone: (519) 271-2722Fax: (519) 271-2792Email: firstname.lastname@example.org