Tim Manery, B. Comm., DFA


Tim Manery graduated from the University of Windsor in 1993 with a Bachelor of Commerce 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 25 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.


Stephen Morgan, PFP

Stephen Morgan

Stephen is a Financial Planner/Advisor, with over 28 years of experience in the financial services industry. He previously worked for a major chartered bank with a wide range of roles in customer service and financial planning. Stephen holds the Personal Financial Planning (PFP) designation, which allows him to offer independent and unbiased advice, which will build a financial strategy built specifically for you.

Stephen will be working to provide an enhanced level of personal service and proactive planning initiatives.