Barry St. John, (B.A. 73)
Financial Planning Agent
Sun Life Financial
171 Colborne Street, Suite 501
Brantford, ON N3T 6C9
519-752-3751
barry.st.john@clarica.com
Q: How long have you been an advisor in this area?
A: 19 years.
Q: Do you have experience advising clients who have arranged planned gifts? For how many years?
A: I have not been involved in arranging planned gifts.
Q: Do you have specialized training in gift planning?
A: I don't hold myself out as a specialist in Gift Planning. However, I have attended annual sessions sponsored by our Advocis Association for the past four years.
Q. What ethical/professional code(s) do you follow in your work?
A: Advocis has a code of ethics that all members are required to follow.
Q: Have you made arrangements for a personal planned gift?
A: No.
Q: What is your personal philosophy of philanthropy, and gift planning, specifically?
A: I'm in favour.
Q: How are you involved in your community?
A: Presently I'm not involved much due to family commitments. In the past, I was active with the Lions Club , Advocis and our mayor's election campaigns.
Q: Are you a member of the Canadian Association of Gift Planners locally and/or nationally? If so, for how long?
A: No.