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Message from Sharon Boothroyd

 

I would like to take this opportunity to update you on changes that are currently taking place within our team. Further to my letter of July 2018, I have decided that I will be retiring from my practice, effective January 31st, 2019 instead of June 30th, 2019 as I had previously indicated. It has been a wonderful career for me and I have enjoyed every minute. I consider most of my clients friends and it will be hard for me to let go of these relationships. As a reminder, in order to continue to provide you with a high level of service, we created the Harvey Boothroyd Team last year, in anticipation of my retirement. As such, Ron Harvey will become your advisor effective February 1, 2019. Ron and I had begun joint meetings in 2018; many of you have already been introduced to Ron in person. Ron and Jennifer will be reaching out to you to arrange for a meeting. You can be assured that Ron and Jennifer will continue to provide you with the same high level of service and attention to your financial goals as you have enjoyed in the past. In fact, we hope this new arrangement will allow them to help you to an even greater extent in the future.

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Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

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Meet Our Team

Ronald P. Harvey, CFP®, C. Dir. Fellow of FPSC™, FCPA, FCGA

Senior Financial Advisor

Sharon Boothroyd, B.A., CFP®

Senior Financial Advisor

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