Resources

 

 

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.

 

 

 

 

 

 

Bruce Lackenbauer

Rebecca M. Little 

Madorin, Snyder LLP Barristers & Solicitors

 

Rebecca is an associate lawyer who works with the Corporate-Commercial, Real Estate, and Wills and Estates Group.Rebecca completed her articles at Madorin, Snyder LLP where she was able to gain experience in a wide range of practice areas.Rebecca earned a Bachelor of Knowledge Integration at the University of Waterloo before earning her Juris Doctorate at Western University. 

 

 

 

 

 

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