Ron King, CFP, CLU, RHU, President
Specialty Wealth & Financial Inc.
Ron King earned a B.A.Sc degree in Mechanical Engineering from the University of Waterloo in 1986. Upon Graduation, Ron returned to his hometown of Bowmanville, Ontario, where he was vice president of the family-owned paper converting and packaging business.
In 1993, Ron joined London Life Insurance Company as a sales representative. In 1998, Ron completed the IFIC Canadian Investment Funds Course (mutual funds). In 2000, when London Life rebranded its financial security planning division to Freedom 55 Financial, Ron’s title became a financial security advisor.
From 2001 to 2004, he earned the designations of Certified Financial Planner (CFP), Registered Health Underwriter (RHU) and Chartered Life Underwriter (CLU). Since 1994, Ron has been a member of Advocis, the Financial Advisors Association of Canada.
Successful business relationships and dedication to his clients helped increase the size of Ron’s practice. In 2007, he incorporated his insurance business as Specialty Wealth & Financial. Ron continues to offer mutual funds as an investment representative, through Quadrus Investment Services Ltd.
One of Ron’s priorities as a financial advisor is to establish and continue a strong relationship with his clients. By reviewing individual financial circumstances on a regular basis, he is able to recommend adjustments and accommodate accordingly.
Although sometimes overlooked, significant life changes such as a new job, home purchases, marriage, or divorce are reasons to meet with Ron. A review with Ron is not invasive, but rather like meeting with an old friend who can help clarify your financial goals and help you progress towards them. He has clients as far west as Windsor and as far east as Ottawa. With a GPS on his dashboard, and a cup of Earl Grey tea in his travel mug, he happily travels to meet with clients from across southern Ontario.
Ron and his wife, Joyce, have three daughters and one son. They are proud grandparents to their growing families. Ron enjoys being outdoors and participates in fishing, sailing, scuba diving, and RVing.
He has been involved in many organizations over the years, including the Canadian Power and Sail Squadron (as a past squadron commander), numerous church committees, and the Polar Bear Hunt Club (as past president). In recent years, he has achieved his Assistant Dive Instructor certification with the Professional Association of Diving Instructors (PADI) and welcomes the opportunity to explore new locations.
Ron would be glad to sit down with you to answer any questions you may have regarding your financial planning.
Phone: 905-987-3866 x 102
Joyce King, Business Manager
Joyce King is the business manager for Specialty Wealth & Financial Inc. In this capacity, Joyce lends her expertise to all facets of the organization, from administrative issues to IT projects, always keeping customer service in the forefront.
Joyce started as the systems auditor for Goodyear Canada Inc., after graduating from Durham College with a Business Administration diploma in Operations Management. Joyce spent 20 years with Goodyear working in various management and supervision capacities, prior to joining Specialty Wealth & Financial Inc.
Joyce has volunteered with Community Care, canvassed for the Cancer Society, worked on United Way campaigns, volunteers in other group functions, and is involved in the Newcastle Business Improvement Area (BIA). She is an active member of her church, and sits on various committee groups. She is a past member and instructor for Canada Power & Sail Squadron, and has achieved her Advanced Piloting certification.
Joyce enjoys sewing, knitting, and other crafts, as well as spending time with her growing family, travelling, skiing, skating, and scuba diving.
Phone: 905-987-3866 x 106
Samantha Coles, Marketing Associate
Samantha Coles began her career with London Life after graduating with a business degree from the Toronto School of Business in January 1999. In February of the same year, she became executive assistant to the regional manager in Peterborough. In this capacity, she tracked the regional office business, coordinated events and helped with transitions in technology, concepts, and the addition of improved products.
In 2001, she became a marketing associate to a select group of financial security advisors with Freedom 55 Financial, a division of London Life Insurance Company. Upgrading and continuing education has always been her passion. She earned two Life Office Management Associate designations of ACS (Associate Customer Service) and AIAA (Associate, Insurance Agency Administration). Because our company had offered her the opportunity, she successfully completed her Canadian Investment Funds Course in 2004.
Samantha has worked with Specialty Wealth & Financial since November 2010, and has found the upbeat and positive atmosphere to be encouraging and rewarding. It has also provided her with new challenges. Her role is mainly to process and track the growth of Specialty Wealth & Financial, along with providing client service as part of our team.
On a more personal note, she enjoys the adventures offered by the great outdoors, and activities she can share with her adult children. Samantha is thrilled to be a new grandmother, and enjoys spending time with her beautiful granddaughter.
Phone: 705-745-1324 x 202
Melissa McGregor, Administrative Assistant
Originally from Montreal, Melissa McGregor has called Newcastle home since 2005 and enjoys being an active participant in the Newcastle community.
Melissa is most proud of being a mom to her two girls and took a few years off work to stay home with them. During that time, she took the opportunity to write and self-publish a children’s picture book titled “Ainsley & Owen, An Unexpected Friendship”. In her spare time, Melissa enjoys writing, painting and running.
With her previous background in office administration, Melissa derives great satisfaction from supporting the Specialty Wealth and Financial team and assisting clients with their financial services needs.
Phone: 905 987 3866 x 109