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Brenda Meulendyks, CFP®
Senior 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. |
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Lori Van Geffen, CFP®
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. |
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Michelle Gavin, CFP®, CEA
Associate Investment Advisor | iA Private Wealth Michelle joined Flagstone Financial Group in September 2022 after a 20 year career with TD Bank. Michelle's passion for financial planning started back in high school while learning the basics of money and investments in a business class. This led her to pursue her diploma in Financial Planning Services from Fanshawe College (2004) and obtain her CERTIFIED FINANCIAL PLANNER® designation offered by FP Canada (2019), and most recently the Certified Executor Advisor designation offered by the Canadian Institute of Certified Executor Advisors (2023). Michelle's most rewarding part of her career has been the relationships she has developed along the way. Working closely with clients, getting to know then, and partnering with them to reach their goals is her passion. Having a comprehensive financial plan in place that includes Investment Management, Tax Planning, Estate Planning, Risk Management, Budgeting and Debt Management is so important, and a trusted coach to help you develop and implement your plan is the key to success! In Michelle's spare time she enjoys spending her time with her husband Craig and their two kids. |
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April Beierling
Client Experience Administrator Insurance Advisor | Flagstone Financial Group Inc.* April assists in preparing documentation for our client meetings and handles all office administration. April also completes all aspects of the client's insurance experience from start to finish. She enjoys spending time with her husband and their three children, also when the weather is right, she loves touring in her 1980 Camaro. |
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Ashley Noel
Client Experience and Marketing Administrator Ashley is the first team member you'll meet when you walk into Flagstone! She plays a pivotal role in ensuring exceptional client experiences such as booking appointments, follow up after meetings, directing phone calls and skillfully managing our social media and marketing efforts. Beyond her professional endeavors, Ashley enjoys reading, cooking and spending time outdoors. |
Our Network
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 helps ensure that all aspects of your financial
and personal affairs are in order.
Please contact us for more information.
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 helps ensure that all aspects of your financial
and personal affairs are in order.
Please contact us for more information.
