WHO WE ARE !!!

Perth Financial Group Inc. was established on July 01, 1998.

David Packham who previously had been employed by "Metlife Insurance Company" since April of 1992 initially formed the business.

Shortly thereafter Robert Zehr joined the business as an equal partner following his departure from "Metlife Insurance Company" as well.

The rationale of forming this business was to allow us the opportunity of being in a position to offer our clients the advantage of looking at different companies, their products and pricing, when choosing a product to suit their own individual needs.

Our mission is to provide our clients with financial planning and advise that is consistent with their goals and desires. We also pledge to serve our clients with confidentiality, honesty and integrity.

On March 01, 2005, we added an associate representative, Tina McEwin. We welcome Tina to the organization. Tina began her career with Clarica Insurance Company. Tina has the training and expertise to provide you with information and solutions to suit your financial goals and desires.

Dave Packham	Robert Zehr

David Packham:

• Graduate of Ridgetown College of Agriculture and Technology. - 1966
• Worked on family farm following graduation and took over the family dairy business in 1969.
• Maintained a dairy operation of purebred Holstein cattle and won many awards for both production and at major shows in Ontario.
• President of Perth County Holstein club in 1986, and was a 4-H leader for youth for many years.
• Entered financial services as a career following the sale of the farming business in April of 1992 with Metlife Insurance, leaving there to establish Perth Financial Group Inc. on July 01, 1998.
• Keen interest in estate planning for business -farm- transfers and has been very successful in assisting many families to achieve their goals and continue their business to the next generation. Works closely with many group benefit clients.

Robert Zehr:

• Graduated from Fanshawe college with a degree in business administration in 1978.
• Joined the family business following graduation, " Zehr Brothers Farm Equipment", a Case IH sales and service business located in New Hamburg, Ontario.
• Following the sale of that business joined Metlife in sales in 1997.
• Purchased equal share in Perth Financial Group Inc. in the summer of 1999
• Keen interest in all aspects of financial planning and administration of the business. Bob has expertise in business planning and investment portfolio techniques.

Perth Financial Group Inc. is a well-established and well-known business in the areas we serve. We are confident that we can serve our clients with informed advise and provide products from a wide range of companies to suit their needs.

We always strive to place the clients interests first and commit to provide timely courteous service at all times. We welcome any inquiries you may have regarding products, services, or a review of your present financial portfolio.

We also work closely with your accountant and lawyer where needed and offer a qualified accountant and lawyer either as third party advise or when needed as an advisor by the client.