Ruby Lougheed Yawney
CPA, CA, Hons BBA, CFP, CIM, FCSI
Senior Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.
Ruby is a highly trained professional with over 25 years of experience in helping people make wise decisions about their ﬁnances. Ruby graduated from Wilfrid Laurier University in Waterloo with an Honours Bachelor of Business Administration degree, double major in ﬁnance and accounting, minor in economics.
Ruby has excellent experience in corporate ﬁnance and risk management coupled with a strong academic training. She continued to pursue training by obtaining her Chartered Accountant designation with a major global accounting ﬁrm in Toronto, where she specialized in auditing pension plans. After obtaining her CA designation she worked as a senior member of the management team of a lumber company and a large multi-corporation distribution, retail and manufacturing organization in Northern Ontario. After acting as a Controller for corporations, and taking personal ﬁnancial planning courses for interest, she decided to pursue her passion for providing sound ﬁnancial planning advice to individuals.
Ruby is currently a Senior Financial Advisor at Manulife Securities Incorporated in Sudbury and has completed her Certiﬁed Financial Planning, Certiﬁed Investment Manager, Fellow of the Canadian Securities Institute and Christian Financial Counsellor designations.
Ruby is very involved in giving back to her community and has served in many leadership roles in several professional and charitable organizations. Because Ruby believes that wealth can be created by owning a business, she works passionately as an Ambassador with Opportunity International (part of Make Poverty History) helping to give the poorest of the poor a hand up instead of a handout by helping them to start and grow their own businesses.
Learn more at www.opportunityinternational.ca
Sounding Board, Educator, Coach
Count on Ruby to listen to your concerns and provide a sounding board for your ideas. Look to her for answers to your questions and for explanations about concepts and strategies. In addition, Ruby can help provide the discipline you will need to achieve your goals by keeping you focused.
Your financial needs and goals are unique to your situation, and the advice and recommendations that you receive should be as well. Ruby will take the time to get to know you, your situation, your approach risk and your goals, so that the solutions she proposes are tailor-made to you.
With a thorough understanding of your goals and objectives, Ruby can bring investment opportunities to your attention. She can keep you abreast of changes to the investment and tax environment that may affect your plans and recommend necessary adjustments.