Let Us Introduce Ourselves


 

Amy Lee, B.A.
Marketing Assistant
Manulife Securities Incorporated

More than just the first person you meet in the Lakefield office, Amy is responsible for the smooth operation of the office, assisting in developing and maintaining great client relationships.

Amy has spent most of her life in the Peterborough area.  She graduated from St. Peter’s High School and then went on to complete a BA in History at Lakehead University and a diploma in Office Administration at Sir Sandford Fleming College.

Amy lives just outside of Lakefield with her husband and two children. 

 

Email: amy.lee@herodfinancial.com (for insurance and segregated funds inquiries)
Email: amy.lee@manulifesecurities.ca

Bus: 705-652-7777
Toll Free: 888-250-7777
Fax: 705-652-0707

 

 

 

June Johnston
Executive Assistant
Manulife Securities Incorporated

June is an outstanding people person who sets the tone for our office and creates a pleasant and comfortable environment for you when you step through the front doors in Peterborough. She ensures the smooth operation of the record keeping systems at Herod Financial Services and supports our team in delivering an outstanding client experience.    

June was raised in the Peterborough area and attended high school where she met her husband, Jim. She is a proud grandmother of three grandchildren who keep her busy.  In her spare time, June enjoys the warm sunshine, travelling, reading, crafts and watching lacrosse.

 

Email: june.johnston@herodfinancial.com (for insurance and segregated funds inquiries)
Email: june.johnston@manulifesecurities.ca

Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438

 

 

 

Roberta Herod
Executive Assistant
Manulife Securities Incorporated

Roberta joined Herod Financial Services in 2003.  Today, she handles most of the “behind the scenes” issues – HR, purchasing, marketing, vendor liaison, and technology.  

She spent the first part of her career in the “rag trade” as a fabric artist, then moved to sales with Canon Canada and GM.  Ten years with the Ontario government fine-tuned computer and organizational skills.  

Roberta was raised in Peterborough.  She attended the University of Western Ontario and Sir Sandford Fleming College.  She is an avid reader, traveler and “paper artist”.  When not at work, she can be found on her bike, the golf course, the gym club or volunteering with Rotary Club of Peterborough Kawartha or the CMHA-HKPR. 

 

Email: roberta.herod@herodfinancial.com (for insurance and segregated funds inquiries)
Email: roberta.herod@manulifesecurities.ca

Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438