| Dan Lebelle, CFP RHU | Falk Hampel | Ron Rau |
| Financial Services Broker/Insurance Consultant | Financial Services Broker/Insurance Consultant | Financial Services Broker/Insurance Consultant |
| Annette Campbell-Boles | ||
| Office Administrator/Marketing Associate | ||
My clients have the comfort of knowing their interests and needs come first. Building solid relationships is the key to helping people achieve their financial security goals. As a financial planner with RJ Rau & Associates, the strong trusting relationships that I build with clients will help me understand and meet their needs. By providing guidance and solutions to my clients, I’m the key to their financial success. By helping them maintain a long-term focus, I can assist them in building a customized plan to fit the essential needs during every stage of their life. And by working at RJ Rau & Associates, I can offer a full range of competitive products to accommodate the financial security essentials of my clients. My name is Dan Lebelle and I was born and raised in Sarnia. I currently live in the beautiful Village of Point Edward with my family. I have been a financial advisor with RJ Rau & Associates since 2005. In order to offer the best possible service to my clients, I have completed the life license qualification program, the Canadian Securities Course, the Investment Funds of Canada Course, and I also hold the Certified Financial Planner (CFP) and the Registered Health Underwriter (RHU) designations.
We offer you a complete range of personal services and insurance products from some of the top carriers in Canada. Our alliances with these carriers allow us to create, customize and implement leading edge financial concepts for both our individual and business clients.
My clients have the comfort of knowing that their interests and needs come first. Building solid relationships is the key to helping people achieve their financial security goals. Specializing in business insurance, estate planning and investments, my unique skills are complimented by my associates and the research, marketing and service team they forge. As the senior financial advisor with RJ Rau & Associates, I am responsible to provide guidance and tax-efficient solutions to the team. I believe that I’m the key to my clients’ financial success. By helping them maintain a long-term focus, and understanding their needs, I can assist them in building a customized plan to fit their unique and essential needs during every stage of their life. I offer a full range of competitive products to accommodate the financial security essentials of my clients.
Annette Campbell is really the anchor of our in-house team, coordinating the efforts of all members. After spending several years in a similar role with a major insurer, she brings a wealth of knowledge and helps set the standard for customer service at RJ Rau & Associates. |
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