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Lori Van Geffen, CFP®, CEA, RIS
Senior Investment Advisor | iA Private Wealth Insurance Advisor | Flagstone Financial Group Inc.* With 30 years dedicated to the financial industry, Lori's extensive knowledge and experience have been invaluable in guiding clients toward financial peace of mind. She has had the honor and privilege of watching our clients’ families grow, expand, retire, and live their best lives. Lori has also been a source of support, helping clients navigate through challenging times. As a Senior Investment Advisor and Insurance Advisor, Lori further solidified her expertise by obtaining her CERTIFIED FINANCIAL PLANNER® designation from FP Canada in 2024. In her spare time, Lori enjoys the serene atmosphere of her cottage in Muskoka, where she loves boating and spending quality time with her family. |
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Michelle Gavin, CFP®, CEA
Senior Investment Advisor | iA Private Wealth Insurance Advisor | Flagstone Financial Group Inc.* Michelle joined our office in 2022, bringing with her over 20 years of experience from one of Canada's leading banks. Her journey in financial services began in 2004 as a graduate of the Financial Planning Services program at Fanshawe College. Since then, she has continually expanded her knowledge, earning her CERTIFED FINANCIAL PLANNER® designation in 2019, becoming a Certified Executor Advisor in 2023, and obtaining her Insurance License in 2024. Michelle's true passion lies in creating customized financial plans and serving as a trusted coach for her clients, helping them achieve what matters most in their lives. When she's not working, she enjoys quality time with her family and friends, unwinding by a peaceful Lake Huron sunset |
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April Beierling
Licensed Assistant Insurance Advisor | Flagstone Financial Group Inc.* April joined our team in 2020 and has been a cornerstone in managing all of our life insurance administration. Recently, she earned her mutual fund license, adding another significant achievement to her career. With 13 years of banking experience under her belt, she brings a wealth of knowledge and skill to our team. Alongside handling administrative tasks for our advisors, she ensures everything runs smoothly. Outside of work, April cherishes moments with her husband and three kids. When she’s not with her family, you’ll often find her cruising in her Camaro, enjoying the open road. |
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Nancy Fernandes-Giles, CFP®, RIS
Licensed Assistant | Flagstone Financial Group Inc., iA Private Wealth Nancy joined our team in 2025 bringing over 30 years of experience in the financial services industry. She has built a career rooted in trust, integrity, and meaningful client relationships. She is committed to helping individuals and families gain clarity and confidence in their financial lives. In 2005, she earned the CERTIFIED FINANCIAL PLANNER® designation, followed by the Responsible Investment Specialist (RIS) designation in 2019. Nancy believes that a well-structured financial plan should support a balanced, fulfilling life - encompassing work, family and personal passions. We are thrilled to welcome Nancy to our team as a licensed assistant. Nancy's unique role supports both our administrative and advice teams. Nancy's experience and background allow her to continue being client facing, and act as a valuable resource sharing her knowledge with our entire team. Outside the office, Nancy enjoys spending time with family and friends, and is passionate about giving back to her community. She finds creative inspiration in pottery, loves antiquing and likes to unwind with a good book. |
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.
