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About Utley Financial Group
We understand your goals and dreams are as individual as you are.
Whether you're starting a new family, preparing for retirement, or saving for your child's future.
Together, we will create a customized plan that helps turn your goals into realities.
Give us a call to see how we can help you: 519-397-5000
CERTIFIED FINANCIAL PLANNER CFP®
Darrin Utley began his career with London Life in 1996 after graduating from the University of Windsor. Darrin enjoys working with his clients to create customized financial plans and strategies to best suit their individual needs. He is a Certified Financial Planner and a lifetime member of the Million Dollar Round Table. Darrin incorporated his business in 2010 under the name "Utley Financial Group" giving him greater flexibility in providing products and advice to his clients. He is actively involved in many community organizations and enjoys spending his free time with his wife Jennifer and daughters Avery and Hannah.
Financial Security Advisor
Stephanie Sparks is a financial advisor with over 8 years of experience. She specializes in personalized planning for individuals, families, and small business owners in Southwestern Ontario.
She holds a Bachelor of Arts Degree from the University of Western and lives in Chatham, Ontario with her husband Cayle and their two sons Matthew and Nathan.
Financial Security Advisor
Dianne Downie has lived in the West Elgin area her entire life and has always been a very busy volunteer, giving back to her community through many organizations and events. She began her career with London Life in 2007, bringing with her more than 18 years of banking experience, and joined Utley Financial Group in January 2014. Her territory expands between Chatham, London, and Sarnia. Always placing the needs of her clients first, Dianne provides them with valuable financial advice and insight, working together to realize their unique financial goals. She is the very proud Mother of two grown sons and enjoys spending her time with them, her friends, and family.
Step One: Initial Meeting: Assessing Needs
Step Two: Second Meeting: Recommendations
After your financial security advisor has had time to study your information, a second meeting will be arranged to discuss recommendations and present the financial security plan that was designed based on your specific needs. Only at this time will products be discussed and only in the context of the role they play in the overall plan. A questionnaire will be done to determine your risk tolerance and from there the financial security advisor's homework is to prepare the forms required to implement the solutions in the financial security plan and you will have time to think things over.
The financial security planning process is a life-long process and you will continue an on-going relationship with your financial security advisor, keeping your overall plan up to date in changing circumstances
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