Thursday, October 14, 2010

What is new at MGI?

When spider webs unite they can tie up a lion.


-African Proverb



What is new at MGI?

Jeff Wareham and Anne Milne are teaming up together to create the Wareham Milne Group. Quite simply, we are both believers in the “team” approach, and our partnership offers the unique opportunity for us to focus on our unique skill sets. It will broaden and deepen the financial advisory experience of both of our clienteles.



As advisors we personally work with clients to provide financial and money management advice throughout their evolving life circumstances. Customized investment solutions are tailored for each family’s goals and needs.



Please allow us to introduce ourselves…



Anne Milne, BA, CIM, CFP

Anne has a unique and diverse career experience; she has been a social worker, a vocational counselor and an entrepreneur in women’s fashions. At the University of Western Ontario she studied sociology and has combined that background with economic studies to give her a unique perspective on the investment process. Her specialty is observing the ‘herd’ not only as it relates to stock market activity, but also how we as humans engage in herding behaviours for most social activities, including investing.



Jeff Wareham, BA, CLU, CFP

Jeff’s degree is in English and Economics. That means he can give you an economic forecast in language you can understand! Jeff focuses his time on helping investors achieve their financial goals using time-proven, “common sense” investment strategies. Jeff is also the host of Beyond Funds Weekly on AM980, a show dedicated to the needs of investors who may seek alternatives to traditional mutual funds. His show covers a wide range of current investment news and topics. He lives in London with his wife Ann Martin and their children. Ann joined his team in September 2008 as an Administrative Assistant.