facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

OUR TEAM







Meet our professional team

At Glavac Financial Planning Services we are a team of Independent advisors working with Manulife Securities Investment Services Inc to provide you with many investment choices. We also work with several life Insurances companies, banks and trust companies.


Mission Statement

At Glavac Financial Planning Services, we build high-level trust relationships with our clients & their families by providing superior advice and value-added service through education and our relationship with strategic partners, so that we can help them reach their financial goals and dreams.

Philosophy

At Glavac Financial Planning Services, our investment philosophy has always been to keep long term goals and investment strategies in mind. Wealth is amassed over time. We believe that patience and a well prepared and implemented financial plan will always guide us to your goals and dreams.

Certified Financial Planner™ Mission Statement

Financial Planners Standards Council benefits the public and the financial planning profession by establishing and enforcing competency and ethical standards for financial planners who choose to hold the internationally recognized professional designation.


Andy Glavac CFP, EPC Photo

Andy Glavac CFP, EPC

Financial Advisor,

Glavac Financial Planning Services & Manulife Securities Investment Services Inc.

Independent Insurance Representative

Andy is a Financial Advisor who holds a Certified Financial Planner (CFP) designation, with 30 years of solid business experience advising clients and coaching them to make sound financial planning decisions. We specialize in Wealth Accumulation , Income and Estate maximization.

Read More
Jeanne Glavac Photo

Jeanne Glavac

Executive Assistant

Jeanne joined Glavac Financial Planning Services in 1999 as our Executive Assistant.  She has 15 years of experience in the human resources field both in the private and public sectors.

Jeanne is a former member of the Human Resources Professionals of Ontario.

Read More
Melissa White Photo

Melissa White

Executive Assistant

Melissa may be the first voice you hear on the phone and she works closely with both Andy and Jeanne.  

You may remember her from many years ago as she was a valued member of our team for three years.  She went on to pursue another career path in the Toronto (and to be close to her now husband, Jesse).  Over the span of six years she gained experience within both a senior level recruitment firm as well as with a Human Resources department of a large construction management company. She holds a diploma in General Arts and Science from Niagara College Canada and has completed many general interest courses along the way.

When she is not working, Melissa is enjoying time with her husband and two young boys.  She loves being a Mom and has a passion for art, music, yoga and snowboarding (when she can!). 

Call 1-905-788-1356