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.
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.
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.
Nancy Luftenegger Financial Planning Assistant
Nancy started with Flagstone Financial Group in January 2023 after more than 30 years in the financial industry. Her knowledge, attention to detail and understanding of the industry allow her to offer the best client experience.
Nancy's passion to ensure the client is top of mind is an important part of her everyday! Nancy's experience has allowed Flagstone to continue to offer their clients the best customer experience along with creating and maintaining an amazing work environment. Nancy's current role assists the advisors in creating our Personal Financial Action plan for each client along with other administrative duties to support our clients and our office.
Nancy has been married to David for 34 years and has two grown adult children, both married along with 3 grandchildren. Nancy enjoys playing pickleball, reading, yoga, cooking and enjoys spending time with her grandchildren and exploring new places, like a good market!
April Beierling Client Experience Administrator Insurance Advisor | 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 meets and provides advice and recommendations to our clients on their insurance needs.
She completes all aspects of the client's insurance experience from start to finish, including providing quotes, taking applications, monitoring for and communicating decisions to our applicants. All insurance administration is handled by April which includes beneficiary updates and changes to banking.
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 1980 Camaro.
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.