Shari is passionate about providing financial direction for people in a methodical, practical, and sometimes even lighthearted way. Shari is a CERTIFIED FINANCIAL PLANNER® professional who has been in the financial services industry since 1994. 

She holds the Certified Professional Consultant on Aging, Registered Retirement Counselor, Certified Divorce Financial Analyst and Certified Health Insurance Specialist designations. She is also highly involved in her community and sits on the Board for Community Care Concepts of Woolwich, Wellesley, and Wilmot.

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Michelle brings 15+ years of operations, marketing, and client management experience across a variety of industries to the team, and is passionate about using her expertise to empower others. She continues our tradition of providing an excellent experience to each client. Michelle also employs her skills with many volunteer organizations across Waterloo Region, and is currently the Marketing Lead for the Grand River Ride for Dad: Prostate Cancer Fight Foundation Executive Committee.

Michelle loves the outdoors, riding motorcycles with her husband, and traveling.

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Myriam’s role is focused on delivering a seamless client experience, and she prides herself on ensuring a smooth transition for clients as they onboard, make changes to their accounts, or apply for new products and services that best suit their needs. Myriam also plays a key role in scheduling and preparing for client meetings and post meeting follow-up. When not in the office, Myriam enjoys being at home with her husband and two beloved cats. A true artisan at heart, she constantly fuels her creativity in sewing, crafting, and interior design, where each project becomes a vibrant canvas.