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 27 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 26 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 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 22 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 well.
She has completed numerous courses including the Canadian Securities Course and the Conduct & Practices Handbook Course.
Administrative Assistant, Manulife Securities Incorporated
In many ways, Kelsey is the glue of the Insightful Wealth Group team. She has over 9 years of experience in office administration, branch systems, and operations and has shared 4 of those years with us.
Kelsey often works directly with clients, scheduling appointments, directing phone inquiries, assisting with events and workshops, and many other projects that contribute to a responsive team.
ADMINISTRATIVE ASSISTANT, Manulife Securities Incorporated
Sarah is the first warm smile you'll meet as you walk in the door at Insightful Wealth. She brings strong client care experience and essential digital skills to our strong administrative team.
Being detail-oriented and organized is critical to her role in the implementation of our client care processes. Sarah is never far from Christine’s side, ensuring that the current client information she needs is right at her fingertips.
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.