Denis C. Beaulieu,

Denis, as a firm believer in longevity, is looking forward to celebrating 40 years as a financial advisor in August 2023.

During his career, he has been a lecturer on financial topics and has acted as an independent reviewer of financial plans for a leading financial services firm. As well, Denis has written articles for national papers, and has appeared on radio and television as an expert in comprehensive wealth management.

Denis has served on boards of professional associations, both at the national and provincial levels. He is a member of the following professional associations:

• FP Canada.
• The Institute of Advanced Financial Planning.

He has served as chair of the Bowmanville Hospital Foundation. He is currently a member of the Planned Giving committee as an expert providing advice on comprehensive wealth management as it applies to charitable donation strategies. He is past president and a current member of the Bowmanville Rotary club.

In his spare time, he enjoys tennis both as a player and as a volunteer coach. He also enjoys cooking for his wife Karen and friends while enjoying fine wines.