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Lori Van Geffen, CFP®
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 CERTIFED 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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Ashley Noel
Client Experience and Marketing Administrator Ashley joined our team in 2023, and in that time, she’s become the heart of our client experience. As our Client Experience Administrator, she’s the first friendly face you see when you walk into our office and often the first to answer the phone. Ashley takes care of booking client meetings and assists our advisors with various administrative tasks, ensuring a seamless and pleasant experience for everyone. Ashley is also incredibly creative, managing our marketing and social media pages with exceptional skill and creativity. In her spare time, Ashley loves cooking, diving into a good book, 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.
