Amedeo is a financial switch hitter, providing his clients with a rare depth of experience acquired over 20 years in not one, but two complex fields – insurance and mortgages. Whether delivering superior client experience at branch level or providing solutions to meet clients’ long-term financial goals for one of Canada’s largest banks, his forte has consistently been achieving superior client experience through advice-driven client discussions. “To me, the most satisfying thing about the job is providing advice that truly meets a client’s needs”, he says. “And that can only be the result of sitting down with the person and discussing where they are now, and their goals for down the road.” Amedeo has taken the Canadian Securities Course and Life License Qualification Program, and has taken courses for the General Insurance License. He holds a Bachelor of Business Management, and has earned the Accredited Mortgage Professional (AMP) designation.

Born and raised in the London area, Caitlin has the know-how and experience to help with all of your financial needs, from mortgage and savings advice, to planning for retirement. A Certified Financial Planner, she is also a Registered Retirement Consultant and Registered Financial and Retirement Advisor. Caitlin has worked with 2 of the 5 major banking institutions in different roles, from working closely with mortgage specialists to her most recent role as Senior Financial Advisor. “The best part of my day is celebrating financial milestones with people,” she says. “It can be advising how to pay down debt, purchase a new car or retirement! My satisfaction comes from knowing I helped in some way.” At Educators, she is looking forward to “working with members of the education community who are shaping our future leaders. They deserve the best sound advice, and a financial service team dedicated to helping shape their financial future.”

Education members working with Chris Knoch truly have the best of both worlds. As he worked as a teacher for 32 years, Chris knows first-hand about an educator’s financial challenges, and the importance of financial literacy. “As a teacher I witnessed the gaping void in educating our youth in the area of financial literacy, therefore my favourite aspect of working in the financial field is educating clients of all ages in the intricacies of the financial world”, he says. Now, as an Accredited Mortgage Professional (AMP) and experienced Mortgage Agent, he combines this personal insight into educators’ needs with an in-depth and specialized education in mortgages and the real estate market. Working at Educators, Chris has found that there is a “team atmosphere, which creates an atmosphere of ease and camaraderie as we all strive to assist our clients.”

One look at Corrinne’s accreditations and the courses she’s taken and you know that she clearly values education. In the 20 years she’s worked for major banks such as TD Wealth, CIBC, TD Canada Trust, and Canada Trust, she’s achieved her CFP (Certified Financial Planner) and RRC (Registered Retirement Consultant) accreditations, studied Wealth Management Essentials, and the Conduct and Practices Handbook, and taken the Canadian Securities, Personal Financial Planning, and Canadian Investment Funds courses. As a parent of 3, she knows firsthand that “teachers educate, shape and influence how our children see the world, setting the tone for how they will become contributing members in our society.” She sees working with Educators as an opportunity to “give back to the education community, helping them develop a financial plan so they can focus on what is important – our children.”

With over 13 years experience in the financial industry, Dan has studied English and Psychology at York University, and completed his Certified Financial Planner (CFP) designation, Canadian Securities Course, Financial Planning I and II, Wealth Management Essentials and the Conduct and Practices Course. While he’s now calling Brooklin home to best serve our eastern region, he lived south of the border for some time – first in the windy city (or ‘Chicago’ as some may know it as) and then in Jacksonville, Florida, working as a Financial Advisor for a large American financial planning firm. Dan says his “passion for helping people” and his “keen interest in financial planning” led him to choose his current career path. A path that not only has led him to Educators Financial Group, but also to volunteer with the Junior Achievement Program in Peterborough, where he’s applying both his passion and expertise to increase the financial literacy of our youth. If you’re in the Durham, Kawartha Pine Ridge or Trillium Lakelands region – book your free one-on-one financial planning session with Dan today.

With 8 years of experience in the financial industry, Darryl brings specialized knowledge in the realms of pension and retirement plans, in addition to his proven ability to offer sound, strategic advice on a wide range of other financial planning areas. Darryl has a diploma in Business Administration from Algonquin College in Ottawa, a Registered Retirement Consultant designation from the Canadian Institute of Financial Planning, as well as a Life Insurance License from the Financial Services Commission of Ontario. He is currently working towards achieving his CFP designation. As for what he enjoys most about working with the education community, “I would have to say it’s educating the educators… helping them to clarify and prioritize their financial goals, then implement a plan of action.” Darryl can answer your needs in both French and English.

A resident of Orleans, Ottawa, Ed comes to Educators Financial Group from BMO Nesbitt Burns. After 20 years of helping people from all walks of life achieve their financial goals, he’s enjoying working specifically with education members. “It’s an opportunity to apply my skills to a unique group, which I believe is underserved by the financial community”, he says.  A believer in ongoing education, he has his Financial Planner 1 and 2, Personal Financial Planner certification, Canadian Securities Course, and is taking his Certified Financial Planner certification.  A father of two, Ed says, “serving the education community is a way to say thanks for their service to our children and communities.”

With a passion for putting financial plans into action, it’s no surprise that Financial Advisor Franc Oliveri is a big fan of Warren Buffet quotes. One of his favourites is “In the world of business, the people who are most successful are those who are doing what they love.” Before joining Educators, Franc put his love of the financial field to work at Scotiabank, providing proactive planning and advice so individuals and families could put their finances on autopilot and focus on other aspects of their lives. He is pleased to be at Educators, because he believes it provides incomparable service to education members who work so hard in the formation and development of others.

Jamie’s well-rounded background helps him understand all his clients’ financial needs.  He has worked in the financial services industry for well over a decade.  Educators’ clients will benefit from this experience and his dedication to building his knowledge.  With his MBA from Dalhousie University as well as his CFP (Certified Financial Planner), CIM (Certified Investment Manager), and FCSI (Fellow of the Canadian Securities Institute) designations, Jamie is eager to help Educators clients as a Financial Planner. “Having overcome personal struggles with learning early in life with the help of education community, Jamie looks forward to working with Educators’ and helping the community that has been so important to his personal development.”

In addition to being an educational advocate, Karen brings to the team over 18 years of financial specialist experience – spending a good part of that time as an advisor with the Private Wealth Management Division of a major financial institution. She holds a Bachelor of Commerce from McMaster University and has her Certified Financial Planner (CFP) designation. When describing what she enjoys most about working at Educators Financial Group, Karen says, “it’s definitely sitting down with clients – helping them to employ wealth-building strategies and build effective financial plans for life events.”

Since receiving his B.Comm. from Concordia University and MBA from Western’s Richard Ivey School of Business, Kola has seen ‘both sides of the fence’ in 25- year career in the financial industry. A Certified Financial Planner (CFP), he’s worked hands-on with clients at RBC, BMO, and CIBC, and also has also helped to develop standards within the industry at Moody’s Analytics. A married father of three, the needs of education members are close to his heart, because his daughter is a French teacher. Kola’s motivation? “I’m passionate about developing financial roadmaps that enable clients to make smart financial decisions that in turn grows their net worth.”

Lisa’s love for knowledge and comprehensive background in the finance and investment sector enables her to provide educators with the sound financial solutions they’re looking for with the right combination of smarts, and heart. The ‘smarts’ comes from 15 years experience in several roles within the financial services sector. Having graduated from the University of Toronto with a Bachelor of Economics, Lisa has also obtained her Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI) designations. She completed the Registered Retirement Consultant designation through the Canadian Institute of Financial Planning. Lisa’s love for knowledge and dedication to learning motivated her to join the Junior Achievement Program.

Raised in Vancouver and educated at University of Toronto, Marian’s 25-year career in the financial industry has spanned both cities. Prior to joining Educators Financial Group, she provided investment advice, financial planning, and management of portfolios to physicians and their families. When she started at Educators in 2002, Marian recalls that she was one of only two financial planners. A Certified Financial Planner (CFP), Marian has taken the Canadian Securities Course, Registered Representative Exam, and has earned Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI), and Registered Retirement Consultant (RRC) designations. “One of the great satisfactions of the job”, says Marian, “is finding out what makes our clients unique, and finding solutions that satisfy their needs.”

Melinda Nelson and the education community have a lot in common – they’re both firm believers in the value of education.  Melinda says that the financial field is always changing and those in it must keep up through constant learning.  She has taken the Canadian Securities, Branch Compliance Officer’s, and Conduct and Practices Handbook courses, has both her Personal Financial Planner and Certified Financial Planner certifications, and is on track to receive her Chartered Investment Manager accreditation.  She has used her learning and experience to help countless clients in her 20+ year career with leading Canadian banks and financial institutions, and now is looking forward to helping Educators’ clients.  “We want everyone in the education community to take advantage of our highly educated advisors, who really know their clients’ needs and goals.”

Early retirement.  Pay grids. Pension income fluctuations. Mike Cunningham understands that education members have a lot of financial considerations, and that navigating it all can be puzzling. Using his education and experience to help clients solve the puzzle of their financial situation is what he enjoys most about the job.  His qualifications help.  In addition to taking the LLQP (Life License Qualification Program), Mike is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).  He brings over 10 years of experience working with Edward Jones and Sun Life Financial to Educators Financial Group, and is looking forward to working with educators.  As he says, “Educators are knowledgeable, detail-oriented clients.  They understand that knowledge is power, and are fully engaged in making the most of their investments.”

With a teacher sister and a professor brother, it seems only fitting that Nadeem Ibrahim’s career led him to educate educators on their finances. Nadeem completed his Professional Financial Planning (PFP), Trust and Estate Practitioner (TEP), Registered Retirement Consultant (RRC), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Chartered Strategic Wealth Professional (CSWP), Chartered Life Underwriter (CLU), and CIWM (Certified International Wealth Manager) designations, and courses such as Portfolio Management Techniques, Investment Management Techniques, Advanced Retirement Management Strategies, Advanced Estate Planning and Trust Strategies and Canadian Securities Course, Personal Financial Planning. He has over 13 years of experience in private wealth management and advisory services to benefit his clients in the education community. “I appreciate having in-depth conversations with my clients”, he says, “getting to know what their needs are – then presenting options to help them achieve their financial goals.”

Patti’s commitment to the education community stems from her involvement with her sons’ school. She has spent countless hours assisting in the classroom and volunteering for special events, and has gained valuable insight into the needs of educators. Patti brings more than 20 years of financial services experience to Educators Financial Group, most recently as a financial planner with large financial planning firm serving Hamilton and the surrounding areas. Prior to this, Patti’s background was as a money market and bond trader working with a large investment management firm. Patti has completed her Life License Qualification (LLQP) and Mutual Fund License (IFIC). Her specific areas of expertise are investment, retirement and estate planning. When asked about her approach to providing effective solutions to her clients, Patti responds, “I feel it is my responsibility to provide a sound and practical financial plan. I look forward to working with the education community to help them achieve their life goals.” Ready to get started? Contact Patti to book your consultation today.

After graduating from York University with a degree in Economics, Robert worked in the IT industry for a few years before shifting gears to become a Financial Consultant with Investors Group Financial Services. An avid Formula 1 Racing fan, he has a ‘track record’ of helping families build their financial future and plan for retirement. At Educators, he says he is looking forwarding to helping “a unique and intelligent group of professionals” with all their financial needs. Have questions about retiring? Talk to Robert – as well as being a Certified Financial Planner, he is a Registered Retirement Consultant, whose retirement dream is to follow the Formula 1 on its global tour!