On February 15th 1998, Connolly Financial Group was born with two advisors and a plan to grow. From our humble beginnings at 62 Great George Street we have established our practice at 109 Richmond Street in Charlottetown and now operate as Connolly Group.
Many thanks are needed at this wonderful anniversary of our growth and success to date; our initial landlords Mike Cassidy and Kevin Murphy at the Inns on Great George for providing a space for us to start our dreams and build them; to Steve Dunne and the Dunne Group for 11 years providing our home in the Gahan House Office Suites and the ability to grow our profile in one of Charlottetown’s premiere office spaces. To our tax and accounting services with the great team at MacPherson Roche Smith and Associates, in particular Glen Kennedy, for their professional advice over the years. To Barb Smith and her wonderful group at Stewart McKelvey for sage advice over the years. To Bertha Jay and the good folks at the Business Development Bank of Canada for their support and consulting services, and finally to Ann MacPherson of The Bank of Montreal for her continued support, wise counsel and to lend an ear as we charted our path.
The support of many suppliers has been instrumental to our company and we would be remiss if we didn’t thank our long standing Managing General Agency, PPI and our exclusive product partners in the Chambers of Commerce Group Insurance plan, and Lawyers Financial. Lastly we are truly blessed to be the Insurance specialists for Richardson GMP in Atlantic Canada, and we thank them for this confidence.
In these 20 years, Dad and I have been blessed to work with a fabulous team to allow us to continue our growth; Group Benefit Manager Julie Arsenault – a caring, professional and diligent expert in this area of our business; Janet Wilkins our Individual Life specialist who continues to provide excellent support in this important part of our business; Hugh Paton as our Senior Benefits Consultant – one of the finest Employee Benefits consultants east of Toronto; Associate Advisor Tim Gairns who continues to grow as an expert in Employee Benefits and Individual Insurance for our many clients and finally Richard Snow who has been more than our bookkeeper since the onset of Connolly Financial Group, but also a truly trusted financial advisor as we run our business now and into the future.
All of our success would be impossible without the support of our varied wonderful clients throughout PEI, Atlantic Canada and across the country. We are not in business without you and truly and gratefully appreciate your confidence in our products and services.
Last but not least, to my Father, Steve who convinced me to join him in this wonderful business back in 1996…..your patience, support and expert guidance has made this a truly wonderful adventure with many years to come.
What will the next 20 years hold? We can't wait to find out. Thanks for joining us in this journey!