DOLLARS
& CENTS INVESTMENTS
HISTORY
Dollars & Cents Investments was
incorporated in 1986 as a deposit broker business. Bev Bondy and
Connie McGuire purchased the corporation in 1991 and in 1993 moved
the business to 80 Richmond St., in Amherstburg, ON expanding the
services to include income tax preparation and bookkeeping services.
Frances DeDona after working with Bev and Connie for 5 years,
bringing her many years of bookkeeping and income tax preparation
experience, became a partner in the corporation in 1997. In 1998 Frances completed
her mutual fund and labour sponsored
training, allowing them to provide these additional products &
services to the term deposit/GIC product line.
In 2002, Dollars and Cents Investments became affiliated with MGI
Financial Inc., formerly known as Rice Financial Inc., allowing us
to shop nation wide for the best interest rates available, as well
as offering back office support and guidance to more effectively
help our clients reach their financial goals.
Also in 2002, Robert (Chip) Thrasher joined the Dollars & Cents
Investments team. Chip is a Certified Financial Planner (CFP), and
fully authorized to provide mutual funds and life insurance
products. His association with Dollars & Cents Investments allowed
us to further expand our product line to include life insurance
products, such as annuities and segregated funds to our clients.
In 2004 Shelly Bondy became part of the corporate family and brought
along her vast knowledge in the bookkeeping area. Having worked in
the bookkeeping field for many years as well as providing income tax
services, Shelly was a welcome addition.
In 2005, Shelly and Chip purchased Bev and Connie’s shares to become
shareholder partners with Frances. Management of the different
divisions of services we offer is as follows, Shelly managing the
bookkeeping department, Chip the investments and insurance, and
Frances the income tax preparation side of the business.
Our growth over the years has made it necessary for the need to move
our offices to a larger and more central location, and as of January
02, 2009 moved our offices to 7-421 Sandwich St. S. in Amherstburg,
ON. We invite you to come and see our new offices in the strip mall
located across the road from Wal-Mart. |