About

Doug has been an Advisor for more than twenty-five years. He is the founder and current President of DC Boertien Financial Services, where he leads a team of professionals. Doug will work with you to help you discover the best strategy to meet your needs. As a CERTIFIED FINANCIAL PLANNER®, he’ll work to create a financial plan that helps you reach your goals.

Doug recognizes that each Client has unique and individual needs. He dedicates himself to understanding and appreciating each Client before implementing any recommendations. Doug works diligently and educates Clients to help develop achievable goals.

Doug grew up in North Perth and has very strong community roots. He shows this by supporting numerous local organizations. Doug lives in Listowel with his wife, Sandra, and they are proud parents of their three adult children. In Doug’s spare time, he enjoys mentoring others and spending quality time with his family at their cottage on Lake Huron.

Born and raised in Listowel, Phil is exceptionally dedicated to Clients. He earned his advanced diploma in Business Administration, with a Co-Operative Option in Accounting from Conestoga College in 2015. Phil gained significant experience working at Sun Life head office in 2014 prior to joining our team in 2016. Phil continued his education and obtained his Chartered Life Underwriter designation in 2017. In 2021, he successfully earned his CERTIFIED FINANCIAL PLANNER® designation.

Phil has been an essential leader in establishing, observing, and modifying DC Boertien Financials overall investment procedures. He utilizes his experience to provide comprehensive financial plans for Clients. He prides himself on taking a customized approach in delivering meaningful advice for each Client’s unique needs and objectives.

You wouldn’t find Phil without a good cup of coffee. He enjoys spending his quality time with his wife, Laura, and two children. Phil is an avid Toronto Maple Leafs fan, leads an active lifestyle, and a proud supporter and advocate of Cystic Fibrosis.

Following his graduation, he joined an accounting firm in London for four years. During this time, he prepared forensic accounting reports for insurance adjusters, claimants, and lawyers as an Advisory Service Associate. He successfully earned his CPA designation in 2020.

As an Associate Advisor since 2021, Scott has an extensive knowledge in managing wealth, insurance and taxation. This allows him to build highly effective financial strategies and provide holistic financial advice to help personal and corporate Clients reach their goals. He is actively pursuing his CERTIFIED FINANCIAL PLANNER® designation.

Scott and his wife, Cassie, reside outside of Gowanstown with their three children. Aside from spending time with his family, Scott is an avid sports fan. He keeps himself busy with golf, hockey, and volleyball.

Before joining DC Boertien, Bill spent 25 years with the community newspaper as a long-time General Manager. Then in 2021, he joined the team as an Associate Advisor. Throughout Bill’s successful career, he learned valuable skills that are appliable across all industries. It’s easy to notice that he is a team player, doesn’t shy away from hard work and enjoys applying his creative twist to get a job done effectively and efficiently.

Bill is a passionate go-getter and believes in putting Clients first by providing quality and timely service. He avidly seeks building and maintaining relationships and ensuring that we do our best for every Client. Bill’s focus is handling the insurance requests and helping Clients make informed decisions about their insurance needs. He does this by illustrating simple concepts for Clients to understand.

Outside of the office, you can often find Bill spending quality time with his wife, Angel, of over twenty years. Otherwise, he is out golfing at the local golf course with their daughter. Bill is committed to his community (which he is a local celebrity in). In his free time, he finds interest in the outdoors and loves to fly fish.

Prior to joining DC Boertien Financial Services in 2022, Juanita came to the team with a strong service background. Following post-secondary, she was in the health and patient care industry for over seven years.

Aside from overseeing our office compliance matters and social media, Juanita wears many different hats. Juanita is an exceptional multi-tasker and manages multiple advisor schedules with ease. She acts as a liaison between advisors, staff, and Clients to capitalize optimal service standards. This role complements Juanita’s Client care experience, appetite for knowledge and interest in the insurance and financial services.

Beyond the office, Juanita resides in Listowel with her husband, Darren. She keeps life organized for their busy family of four. In her spare time, she’s found cooking, spending time with family and friends, playing golf. Being involved in the community is also important to her.

Lori serves as an integral part of DC Boertien Financial Services. She joined the team in the spring of 2022. After graduation, Lori served in a variety of representative and support roles within the financial industry. Prior to joining the team, Lori worked as a secretary at our local secondary school for 18 years.

Among administrative job duties, Lori is responsible for assisting with Client’s wealth portfolios. She brings a strong Client centric service background and process improvement approach to her position. Lori familiarizes herself with each Client by knowing the ins and outs of each Clients’ circumstances. We value her commitment to building strong Client relationships.

Lori and her husband Orvis live in Listowel. They have four grown children and five grandchildren. Lori enjoys the outdoors, camping, reading and most of all, spending her time with her family.