Darryl Murphy, CPA, MBA
- Chartered Professional Accountant
- Mutual Funds Advisor – Investia Financial Services Inc.
- Insurance Advisor – Manulife Securities Insurance Inc.
- Tax Advisor – Red Oak Financial Inc.
Darryl has been working in the accounting/finance field for over 17 years. Born in PEI and educated in the Maritimes (BComm (major in Finance), Dalhousie; MBA, Saint Mary’s), Darryl was granted his CMA (now CPA) designation in 2006 and continues to be a member in good standing. As a designated accountant Darryl worked in several industries including higher education, Telcom/IT, and financial services working his way up to the Director level. In addition, Darryl taught management accounting at the University level and for the CMA Society. Darryl brings with him a strong background in tax, audit, accounting, budgeting, forecasting and performance analysis. Darryl has completed the IFIC courses required by the MFDA (Mutual Fund Dealers Association) and the Accident, Disability and Life Insurance licensing requirements.
Karen Stewart
- Licensed Assistant – Investia Financial Services Inc.
- Office Manager – Red Oak Financial Inc.
Karen, joined the team in November 2014 as a assistant. Karen grew up in Freetown PEI and attended Holland College taking Accounting Technology and Business Administration. Karen has been working in the administration field for over 16 years; first working for the Federal Government and then in Aquaculture industry. Karen completed the Canadian Securities course in 2015 to become a sales assistant. Karen is a valued member of the team and is instrumental in helping our clients reach their financial goals.
Louise Lott
- Tax Preparation Specialist – Red Oak Financial Inc.
Louise joined the team in 2019 having moved to PEI from BC. She has over 10 years in tax preparation experience. Louise is instrumental in making sure we get our clients taxes filed on time every year.
What makes us different?
Knowledge & Education:
I constantly strive to improve my skills:
- Attending professional workshops
- Studying changes in the market, tax law, investment approaches and products
- Taking professionally recognized courses
- Examining market trends and translating that into impacts for our clients
Technical Ability:
I can bring together all aspects of your financial situation (investments, tax, insurance, accounting etc.) to prepare a individualized plan for each client.
Independence:
I provide truly independent, professional, unbiased advice. Unlike a bank or some other investment advisors I am not restricted to one proprietary product line but are free to choose the best product and/or service from a variety of options to meet your needs.
Long-Term Relationship:
I focus on long-term relationships and helping our clients reach their financial goals. I consider my clients as my friends and I want to see you reach your financial goals. We are not short-term transaction focused.
Passion:
I get true satisfaction from helping my clients reach their financial goals. I am motivated when you walk away knowing you are on the right financial path and are sleeping well at night.