As a TEAM we are dynamic!
  

Lori Van Geffen
Sales Assistant
Dundee Private Investors Inc.

Lori began her career with a local trust company in 1995 and since moving to our office in 2000, has continued to broaden her already extensive knowledge in the financial services area. Lori continues to develop her knowledge of financial planning through ongoing participation in courses and seminars. Lori assists the planners in the office, as clients progress through the unique Flagstone Financial Group Planning Process.

Sherri Ireland
Senior Customer Service Associate
Dundee Private Investors Inc.

Sherri joined our team in 2009 and is our primary contact for clients investing in GIC’s, but is also qualified to talk with clients regarding their mutual fund investments.  Sherri began her career in financial services with a large Canadian bank in 1977 and continues to advance her knowledge of financial and insurance strategies through ongoing education in these areas.

Marg has extensive experience in financial services, having worked with a local trust company since 1978. This has contributed to her proficiency in the processing of investment orders, follow up and paying special attention to detail. Marg is an integral part of the Flagstone Financial Group Team and is qualified to answer all client questions.

Sara began her financial services career in 1998 at that time specializing in agricultural lending and risk management.  She joined our office in 2008 and since that time Sara has been focusing on programs and projects that benefit our clients.  Her role with us has evolved to become an integral part of our GIC department.  Her financial industry knowledge, combined with her organizational skills, contribute to the success of our workshops, informational mailings, and special projects.

Ashley is a co-op student from Fanshawe College.  She is currently working towards her diploma in Business-Accounting.  As a co-op student she completes various tasks in administration, tax preparation and data entry.  Ashley has continued to further her knowledge in the financial services industry by recently obtaining her mutual fund license.