We are passionate about educating, enriching, and empowering our clients to be financially independent. We research, develop and implement innovative approaches to our clients individual financial planning needs. We work closely together in a team environment to provide our clients with a positive & valuable experience.
At Flagstone Financial Group, HollisWealth® we have taken a great deal of time to determine what we believe makes us unique as Investment Advisors.
CERTIFIED FINANCIAL PLANNER®, CFP®
HollisWealth®, a division of
Industrial Alliance Securities Inc.
Brenda is a CERTIFIED FINANCIAL PLANNER® Professional and a lifetime resident of the Kerwood/Strathroy area. Brenda specializes in providing comprehensive plans including investment, insurance, tax planning, retirement and estate planning strategies for success. Brenda has been in the financial services industry since 1983.
Lori began her career with a local trust company in 1995 and since moving to our office in 2000, has continued to broaden her already extensive knowledge in the financial services area. Through the years she has developed her investment and planning skills to be a fully licensed investment advisor. Lori is continuing to expand her knowledge as she is currently enrolled in the Life License Qualification Program (LLQP) and the CERTIFIED FINANCIAL PLANNER program (CFP®). Lori has an infectious passion, drive and dedication to our clients and to our team.
Joel Cann joined our team in July 2019. Joel worked as an advisor for one of Canada’s largest insurance and investment companies, 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.
After 26 years with a local Financial Institution, Marg joined our team in 2005. Marg is a lifetime resident of Strathroy, and is very active in our community with her participation in various sports teams and community committees. Marg is an integral part of our Team, being responsible for processing all client mutual fund orders and is our main contact with many of our Head Office Departments.
Coralee started her career in the financial industry in 2016 and joined the Flagstone Financial team in July 2019. Her previous experience at a high producing insurance and investment company as an office manager has been an added value to our team. Growing up in a single parent home, Coralee learned the importance of teamwork and helping to ensure 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.
April is dedicated to the client experience and she will be reaching out to you to set up your annual reviews, she will be sending out planning “homework” post meeting as well as sending out our monthly newsletters to keep clients informed of industry and office updates.
If you are looking to book an appointment with Brenda, Lori or Joel, please contact April as she looks after the calendar for the office.
88 Metcalfe Street East,
Strathroy, ON N7G 1P1
(519) 245-7778 | (866)245-7778
Monday – Friday
8:00 am – 5:00 pm
All other times by appointment
OUR HOUSE HISTORY
The Robinson Family lived in this house in the 1920-1930’s. Mr. Robinson was an undertaker/ furniture dealer. At one time there used to be a big drive shed or horse barn at rear of property facing Head Street. This is where the horses were kept for use with the hearse.
The next occupants of the house were Mr & Mrs. Campbell. Mr. Campbell operated a three-chair Barber shop at The Queen’s Hotel, now the site of The Royal Bank down town.
In 1944/45 Mr. Tunks and family bought the house and lived here until the 60’s. Mr. Tunks was the Buttermaker at Strathroy Creamery – corner of Head and Front Streets – now long gone.
In 2000, Sandy & Trevor Kellar bought the property in its unique location to house the new office of The Investment Centre. They spent many hours restoring the woodwork back to its natural finish. Sandy made it a “home away from home” for clients for the next 9 years until she retired in 2009.
Brenda is now the proud owner of the office at 88 Metcalfe Street East and hopes to make it a “home away from home” for her clients.