As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
As a financial educator and consultant , Lynn helps socially conscious people make values-based investment and philanthropic decisions that allow them to make a far bigger impact than they ever thought possible. As author of Retire Abundantly and host of Mindful Money Management radio show, thousands around the world have been motivated to make a difference. By helping Canadians multiply thier influence Lynn and her team have shown Canadians how to redirect more than $10 million of thier social Capital (also known as taxes) to causes they care about and it is their goal to make it $100 million.
My practice as an advisor is focused on managing wealth for yourself, your family or your business, we provide the professional advice you need. We’ll help manage your investments, fund your new business venture, plan your retirement, protect your financial security and plan your estate.
My passion as an advisor goes above and beyond meeting my clients needs. As a father to two young boys, I want to set the example that you can be a successful advisor AND make a positive contribution to society through responsible investing. I am particularly focused on climate change and how the investment industry and professionals such as myself can be part of that solution.
Do you wonder if you will be able to educate your children, or retire when you want with an income that allows you to spend time doing what makes you happy and fulfilled? What if life throws you some unexpected curves, such as a divorce or death of a spouse? Timea helps individuals and families create and maintain their highly personal financial road maps so they have peace of mind along that road.
With close to 30 years experience (since 1992), and a Certified Financial Planner since 1998, Timea has all the skills required to create comprehensive and effective plans to help her clients reach their financial goals. Very early on, she realized that women have unique financial planning needs. She started holding well-received financial planning seminars for women in 1994, for women’s organizations, for McMaster University (her alma mater), The Halton Board of Education, and other companies. In the early 2000’s Timea was one of the first financial planners in Canada trained in Collaborative Law and earned her Certified Divorce Financial Analyst designation and recently received her Responsible Investment Specialist designation. She is passionate about continuing her education and staying current.
Timea is a long-time Rotarian, and feels strongly about contributing to worthy causes. In her downtime, she enjoys travelling, cooking, reading, volunteering, stand-up comedy, the arts and the outdoors. Timea lives in Burlington with her husband, Dave, her two teenage sons and their beloved family dog, Chester.