Ron King, CFP, RHU, CLU
President, Specialty Wealth & Financial.
Ron King been working in the insurance industry since 1993. He is a licensed advisor for life, health and group insurance plans in Ontario. Ron is also registered to sell mutual funds in Ontario with IPC Wealth Inc. and is a member of ADVOCIS. He has earned designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU).
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.
Lisa Loder
Administrative Assistant
Lisa is our newest addition to the Specialty Wealth & Financial team, joining us in October 2021. She brings with her over 13 years’ experience in the financial services industry. Specifically, within the Credit Union System where her roles included advising and management.
She brings with her an extensive background in Customer Service.
Sherry Bell
Administrative Assistant
Sherry brings with her over 20 years experience in client/customer relationship management in varying industries. Beginning in the financial services industry in 2005, she joined the Specialty Wealth & Financial team in 2008 as a Marketing Associate providing support to a variety of financial advisors. After working with other financial services companies, she returned to her roots in 2020.
