Brenda Meulendyks, CFP® Director, Private Client Group, Investment Advisor | iA Private Wealth Insurance Advisor | Flagstone Financial Group Inc.*
Brenda’s extensive financial knowledge and experience stretches more than 30+ years. She began Flagstone Financial Group with the view of helping individuals clarify, simplify and achieve their financial goals and get them on the right path to their success. Brenda works closely with clients to design a detailed retirement plan specifically targeted to their goals. The next step is to create a cash flow plan that illustrates how retirement income will be structured to maximize tax efficiency, ensure longevity of investment assets while keeping in mind estate planning objectives. Working together with client's other professionals - including their accountant and lawyers - ensures a holistic approach to our clients success. This results in financial peace of mind for our clients and that is our ultimate goal. Being there to help clients successfully progress through their various life stages is our reward at the end of the day. When not at work, Brenda enjoys spending time with her husband and adult children, and spending summers at her cottage in Muskoka.
Lori Van Geffen Senior Investment Advisor | iA Private Wealth Insurance Advisor | Flagstone Financial Group Inc.*
Lori has spent more than half her life in the financial industry. Her extensive knowledge and experience has enabled her to provide direction and control to help clients achieve financial peace of mind. She has had the honor and privilege to watch our client’s families grow and expand, retire and live their best lives. Lori has helped clients transition through the loss of a loved one or broken relationship and has helped them manage through these difficult times.
In her spare time, Lori enjoys the peace and quiet of her cottage in Muskoka, boating and spending time with her family.
Joel Cann Investment Advisor | iA Private Wealth Insurance Advisor | iA Private Wealth Insurance*
Joel Cann joined our team in July 2019 and prior to this worked as an advisor with SunLife Financial for 5 years growing his own clientele. He grew up with a love for farming, so it’s not a surprise Joel works with many farmers helping them with their estate, succession planning and insurance needs. Joel takes care of his clients by listening to what matters to them, and patiently teaching them how the products and strategies suggested, can benefit them. Joel was born and raised in Strathroy and is proud to work and live in the community and is an active member of the Strathroy and District Chamber of Commerce.
Diane Benway Business Operations Manager
Our most recent addition to the team is Diane. Following her recent retirement as branch manager from TD Bank, Diane was looking to continue her career in financial services and found our office to be just the right fit. Diane’s skills and experience easily support her in her role to lead, coach and manage our administrative team. Diane is also responsible for managing the day to day operations of our business.
Diane enjoys living in the country, spending time outdoors, cooking, a good glass of wine and spending time with her blended family of 4 children and 6 grand children.
April Beierling Client Experience Administrator Life Licenced Assistant | Flagstone Financial Group Inc.*
April is the first friendly face you will see when you walk into our office. She handles all client experiences including booking appointments, post meeting follow up, directs phone calls and inquiries including those of an insurance nature. April has more than 13 years of experience working at CIBC and comes to us with in depth financial knowledge and an appreciation for making clients feel at home.
April enjoys spending time with her husband and three children and when the weather is right, she loves touring in her 1983 Camaro.
Coralee supports the financial advisors in the office by creating and updating relevant information about investment and retirement planning into our 'signature' Personal Financial Action Plan document. Having acquired her life license in 2018, allows her to support the insurance advisors on a day to day basis.
Growing up in a single parent home, Coralee learned the importance of team work and making sure everyone in the family is taken care of. That upbringing has fueled her passion and dedication to providing clients with the highest level of service and care.
Marg Brown Administrative Assistant
Marg takes great care in preparing client documentation, follow up and reviewing to ensure accuracy of all details in client portfolios. With over 40 years of industry experience, her skills and experience make her an indispensable member of our team and her attention to detail serves us well.
Marg is a lifetime resident of Strathroy and is very active in our community with her participation in various sports teams and local committees.
We have a strong team of external professionals that share our common goal of supporting our clients and their families to achieve their success. This ensures that all aspects of your financial and personal affairs are in order.