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OUR TEAM

Get to know us

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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.
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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
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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Joel Cann, QAFP™
Investment Advisor | iA Private Wealth
Insurance Advisor | 2856423 Ontario Inc.* 


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.
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Michelle Gavin, CFP®
Associate Investment Advisor | iA Private Wealth

Michelle comes to Flagstone Financial Group with 20 years industry experience from
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 further
education and obtain her Certified Financial Planner designation offered by FP Canada. 

Michelle's most rewarding part of her career has been the relationships she has
developed along the way. Working closely with clients, getting to really know them
and their family, and partnering with them to help them 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 personalized
plan is the key to success. 

In Michelle's spare time you might catch her at a local arena in the winter months
watching her two kids play Hockey. In the summer months she enjoys spending time
with her family ​at their cottage enjoying the Lake Huron sunsets! 
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Diane Wyatt
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 husband, children and grandchildren.
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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. 
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Coralee Cann
Financial Planning Assistant
​
Life Licenced Assistant | Flagstone Financial Group Inc.*

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.
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 ensures that all aspects of your financial
and personal affairs are in order.

Please contact us for more information.


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​88 Metcalfe Street East, Strathroy, Ontario Canada  N7G 1P1
(519) 245-7778   |   (866) 245-7778
Monday – Thursday 8:30 am – 5 pm    |   Friday 8:30 am – 2 pm   |   All other times by appointment
iA Private Wealth Disclaimer
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