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The Team Approach

Our strategic partners help round out our complete offering of financial services:



Donald MacDonald

Donald MacDonald BA, CIM, FSCI, CFA

Senior V.P. & Portfolio Manager, 1832 Asset Management L.P.

Insurance Advisor, iA Private Wealth Insurance


Donald joined 1832 Asset Management LP in 1997 and brings with him a history of excellence in building client relationships. In addition to having strong investment expertise and an in-depth knowledge of capital markets, Donald has the acumen suited to providing the appropriate counsel to our high net worth clients. Donald's primary client focus is in providing investment management services to business owners, small institutions and multi-employer pension plans.





Chris Williams

Chris Williams BA, E.P.C.

Insurance Advisor, Finstepz


Chris has over 45 years of experience in the Financial Services industry. He has spent the last 25 as a Financial Advisor and now specializes in providing guaranteed life-time income solutions and value-based legacy planning to individuals and families who are currently enjoying retirement, or who are planning to retire in the near future.






Jennifer Jacobs

Jennifer Jacobs BA, CFU, CLU, CH

 Insurance Consultant, iA Private Wealth Insurance


Jennifer is a recognized expert in living benefits with extensive expertise in long term care insurance sales and training. Jennifer is the founder and Senior Specialist of LTCI Consulting Inc. which provides insurance advice with respect to all living benefit options.







Lori Pollice

Lori Pollice AMP

Mortgage Agent, INVIS


Lori was born and raised in the Waterloo area. She has a diploma in accounting from Conestoga College. Lori has 14 years experience as an independent mortgage agent. Striving for excellence and exceeding client's expectations is Lori’s philosophy. Lori helps aide our clients in fulfilling their dream of owning a home.







 Glenn Bauman

   Mortgage Agent, The Mortgage Group


   Glenn has worked as a mortgage agent for many years, first at a national bank, then at a major
   insurance company, and now independently. He believes that working with an independent advisor 
   can help you get the mortgage product that best matches your specific needs.





Bruce Lackenbauer

Bruce Lackenbauer B.A., LL.B

Madorin, Snyder LLP Barristers & Solicitors


Bruce has more than 30 years experience as a solicitor practicing primarily in the areas of corporate commercial law, including mergers and acquisitions, wills and estates and real estate, both commercial and residential. Bruce graduated from Osgoode Hall Law School in 1976 and was called to the Bar in 1978.








Randy Shantz

Randy Shantz CPA, CGA, CFP®

MAC LLP Chartered Professional Accountants


Randy, a partner in the Waterloo office, specializes in advising individual clients and owner-managed businesses in achieving their goals by providing accounting, financing, budgeting, income tax services and other business advisory services. Randy is known for providing exceptional client service working with his clients as they grow and succeed.






David Beard CPA, CA, FCA

MAC LLP Chartered Professional Accountants


For over 15 years David has been assisting clients with their accounting, audit and taxation requirements. 
David oversees a portfolio of clients as Partner at MAC LLP. He enjoys working with a wide range of clients in various sectors including not-for-profit organizations and charities. 
David enjoys building relationships with clients and mentoring upcoming accountants. 




Great things in business are never done by one person.
They're done by a team of people.

- Steve Jobs