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Ball, Callery committed to client's best interest £ $f at - 12¢C - THE PORT PERRY STAR TUESDAY, JANUARY 31, 19956 PROGRESS '95 EDITION Ball, Callery and Associates have been serving clients in the Durham Region for over 30 years. From a one man shop in 1964 to our current status, we have assembled a team of pro- fessionals with Chartered Life Underwriter status (C.1.U.), the degree or designation of the Life Insurance industry with cours- es of study in Law, Accounting, Estate Planning, Taxation, Eco- nomics, Finance, Employee Benefits and Pensions and Risk Management as well as Char- tered Financial Planning (C.F.P.) designations which is a course of study sanctioned by the Canadian Institute of Fi- nancial Planners. The combined time frame for the above, C.L.U. and C.F.P. courses of study would be eight years in conjunction with day to day professional practice. Two of our members attended the University of Western Ontario studying Business Administra- tion and Economics. Ongoing research, develop- ment, updating seminars and Institute meetings are the order of the day, in conjunction with a hectic work schedule of meeting with clients, designing specifi- cations that reflect their finan- cial needs, based on what they want to do -- not what we want to do, and coordinating solu- tfons by matching products and services to our clients' specifica- tion of meeting well-defined short-term as well as long-term goals. oo In a world that increasingly values competitiveness and self-reliance we work with our clients in managing their finan- KE - Dana Forder Goldsmithing- will be closed Thursday, February 2nd & Friday, February 3 to move to our brand new location. We will be open SATURDAY, FEBRUARY 4 under the new name 1 FINE JEWELLERY RG COoldsmithing Sie. DESIGN REPAIR 186 Queen Street, Port Perry, 985-2953 WINTER HOURS Monday - Saturday 9:30-5:30 Sunday 12:00 - 5:00 Watch for our Grand Opening Later this month! AR AR AR A AY AR BB ere are out in full force this winter From our lightweight, single-stage thrower to our heavy-duty, 8- and 10-hp models, John Deere has the snow removal equipment you need to get winter out of your way. NOTHING RUNS LIKE A DEERE. wil * UTICA FARM EQUIPMENT LIMITED 2 Miles West of Manchester On Durham 21 (905) 985-9701 changing circumstances, to move ahead each, year and maintain control so they may sleep at night. As the economic environment we operate in be- comes more complex with broader investment choices, in- creased taxation, government legislation and interference it 188 MARY ST. - Ball, Callery and Associates staff, from | 2 3 5 a i eft, Steve Mosolanczki, Brian Callery, Barb Sleep, Fred Ball (seated), Shelley Fitze, Jamie Conklin and Lori Crawford. cial plans so as to keep up with has become more difficult for the average Canadian to work through the maze of issues on their own. With civil service cutbacks, large utility restructuring and large corporate reorganization and making the burden of growth more efficient, develop- ment and planning will fall on PORT PERRY - (905) 985-7383 For more than 20 years, Star Office Centre has been providing area residents and businesses with office, home and school supplies. Give us a try today! Phone 985-7383 1-800-561-6698 X.) Fax 985-3708 SPECIALIZING IN SERVICING AND REBUILDING AUTOMOTIVE & MARINE TRANSMISSIONS 985- 1540 HWY. 7A PORT PERRY, ONT. 2659 small business and individuals. Our most important function is bringing a team of specialists together in the planning pro- cess and making these people available to our clients as re- quired. To accomplish this we have assembled an outside network of independent advisors in the areas of accounting, law, fi- nance, real estate, general insu- rance and investment services. to bring ideas to the table. This advisory group meets monthly to exchange ideas and is availa- ble to our client base when needed. This arrangement al- . lows savings for our clients in risk, time and money. Very val- uable commodities. In our 30 years of experience in literally thousands of situa- tions we have found that while there are similarities, seldom are two situations exactly the same. Traditionally, planners and advisors have taken a narrow approach to risk management and financial planning by fol- lowing a single discipline. Ball, Callery and Associates take the broad approach to planning by involving a network of special- ists. We have assembled our in- ternal team as well as our exter- - nal network such that should death, disability or retirement remove one member of our or- ganization our clients can count on continuity and will not be left on theirown. Our business allows us the freedom and flexibility to work with people of our choosing, to make a difference in profession- | al and community endeavors while allowing personal and family growth. We look forward to continued success for our cli- ents and ourselves. In addition to the above we would give honorable mention tooursales and consulting asso- ciate, Steven Mosolanczki, B.A. who without his involvement in our entire operation, it would be difficult to maintain the work- load we have. Our administrative assistant Lori Crawford brings over 12 years of administration exper- tise and management to the ta- ble as she anchors our general activities and financial man- agement. However, the custom service issue, which is the single most important function in the busi- ness world today, must be cred- ited to our long standing (26 years) London Life customer service administrator, Barbara Sleep who attends to the day to day customer requirements and coordinates all of our London Life activities. Our primary life insurance li- cence is with the London Life Insurance Company, with a sec- ondary licensing agreement with Paul Revere.