We collect basic website visitor information on this website and store it in cookies. We also utilize Google Analytics to track page view information to assist us in improving our website.
We collect basic website visitor information on this website and store it in cookies. We also utilize Google Analytics to track page view information to assist us in improving our website.
The Team Approach
Our strategic professionals help round out our complete offering of financial services:
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.
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.
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.
.jpg)
Bennett Grant LLP
Rebecca is an associate lawyer who works with the Corporate-Commercial, Real Estate, and Wills and Estates Group.Rebecca completed her articles at Bennett Grant 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.
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, FCAMAC 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.
(519) 741-8478
Check Your Account
