who we are
FCSI, CIM, SENIOR INVESTMENT ADVISOR, MANUlife Securities Incorporated
Insurance Advisor, CL Financial Services Inc.
Christine's extensive financial knowledge and expertise spans more than 29 years. She began Insightful Wealth Group with the view of creating a capable and caring group of professionals united to bring financial success and education to their clients.
Christine has received several advanced designations including Fellow of the Canadian Securities Institute (FCSI), the highest honour in the financial services industry, and Chartered Investment Manager (CIM).
CFP®, FMA, investment advisor ASSOCIATE, Manulife Securities Incorporated
Joni joins the Insightful Wealth team as an Investment Advisor with over 28 years of experience in the financial world.
Since her arrival, Joni has established strong relationships with clients. Her excellent communications skills have enhanced her ability to take complex information and break it down into an understandable format, creating ease for the team and clients, alike. In her role she meets with clients to review their plans and investments as part of Insightful Wealth Group as well as assists in creating long term plans through analysis and evaluation of client’s individual circumstances.
INVESTMENT ADVISOR Assistant, Manulife Securities Incorporated
Jennifer is responsible for ensuring that the client experience is positive, seamless and as helpful as possible. With over 23 years of industry experience, her skills and expertise in her field make her an indispensable member of Insightful Wealth Group, and her attention to detail serves our clients and the team well.
She has completed numerous courses including the Canadian Securities Course and the Conduct & Practices Handbook Course.
Investment Advisor Associate, Administrative Assistant, Manulife Securities Incorporated
Mandy joins the Insightful Wealth team as an Investment Advisor Associate with over 15 years of experience working with advisors and their clients.
Mandy’s experience allows her to dissect data collected and assist in producing planning documents that are critical to Insightful Wealth Groups client care process. Her attention to detail and knowledge of industry standards provides her the ability to support the team in both an administrative and planning role.
Her passion for learning has her working towards her Chartered Investment Manager (CIM) designation, and she has completed several other courses including the Canadian Securities Course and Conduct & Practices Handbook Course.
Administrative Assistant, Manulife Securities Incorporated
Brittany is the first warm smile you will meet as you walk in the door at Insightful Wealth Group. With a diploma in counselling her passion for the general well-being of people adds to the strong client care experience of the team.
Being detail-oriented and highly organized is critical to her role and the implementation of our client care processes. Brittany works directly with clients, scheduling appointments, directing phone inquiries, organizing events and workshops. Brittany is in many ways the glue of the Insightful Wealth Group team.
We don't do this alone. We rely on a strong team of specialists to assist us in creating a plan for you, to ensure that all aspects of your financial and personal affairs are in order. Please contact us for more information.