About Us

Tim Manery

Tim Manery graduated from the University of Windsor in 1993 with a Bachelor of Commence honours degree. Tim did his public accounting training with several Chartered Accounting firms before receiving his Distinguished Financial Advisor designation. He transitioned into private accounting in the automotive field, holding the positions of Comptroller and Chief Financial Officer of a $100-million company. All of this past experience has given Tim insight into management, human resources, accounting, financial reporting, and personal and corporate taxes, among many other fields.

Tim Specializes in Business and Tax Planning.

Craig Marchand, CFP

Craig's career was shaped 18 years ago by the insight of a lifelong mentor, whose perspective as a seasoned professional on the world of finance has been invaluable. Through discussions, Craig was immediately drawn to the financial markets and the wealth that could be derived through strategic planning.

After completing his licensing process and gaining several years of industry experience, Craig acquired the Certified Financial Planner (CFP) designation, with honours, which is attained through a rigorous, three-year certification process. CFP-holders' standards are continually monitored via annual licensing requirements to ensure adherence to the highest, internationally recognized standards of competence and ethical practice. Craig offers independent and unbiased advice, and provides access to investment products and services offered by the largest and most respected companies in the marketplace.

Kelly Haughton

Kelly Haughton graduated with honours in 1994 with a Diploma in Accounting and Computer Applications.

Kelly, previously the controller for a multimillion-dollar private corporation, brings more than 20 years of extensive experience in both public and private accounting environments to the M2 Financial team.

Kelly specializes in Human Resources and Government Compliance.

Allyson McConnell,
Licensed Assistant, FundEX Investments Inc.

Allyson started in the financial services industry with a Canadian chartered bank 25 years ago. She worked in a number of capacities within the bank and, in 1992, found her niche as a Financial Advisor. Craig and Allyson met in 1998 and immediately knew they were of like mind regarding service standards. This led to a referral relationship, in which Allyson arranged mortgage financing for Craig's clients. In the autumn of 2003, Allyson joined the M2 Financial team and immediately contributed to our client-focused standards. Wanting to expand on M2 Financial's service offerings, she recently acquired her accreditation as a Mortgage Agent to assist our clients with mortgage financing.

Susan McMillan,
Administrative Manager

Susan brings 13 years of expertise in the financial services industry working for mutual fund dealers in both Canada and the U.S. She has enjoyed various back-office roles, including that of Compliance Officer of a national, U.S.-based broker-dealer. In 2003, she decided to move out into the field and support financial advisors in the growth, development and servicing of their client base. In 2005, Susan joined the M2 Financial team, who recognized that Susan's client-focused approach would complement our vision.

Ron Tilstra, RHU,
Investment Funds Advisor

Ron has worked in financial services for the past 14 years. He has acquired his Registered Health Underwriter designation, specializing in life and living-benefits protection. He is currently working toward his Certified Financial Planner designation.

Two years ago, Ron joined the M2 Financial team with the shared vision of a commitment to service and the ability to offer our clients independent, best-in-class solutions that are free of obligation to a specific company. Ron works closely with families to create and customize strategies focusing on debt reduction, risk management and wealth accumulation to protect and grow their financial future.

Jeff Williams,
Investment Funds Advisor

Jeff got his start in the financial services industry more than 15 years ago. Since then, he has had the good fortune of helping hundreds of clients through countless seminars and private consultations. Using a guided and simplified yet comprehensive approach to financial planning, Jeff's mission is to help our clients achieve their financial goals and dreams. He brings valuable financial services industry expertise and an extensive skill set. Jeff is extremely pleased to be working with such a talented and dedicated group of professionals, and is excited to be part of the M2 Financial team.