Tim Manery, B. Comm., DFA, Partner

Tim

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.

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Craig Marchand, CFP, Partner

Craig

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.

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Jason Kay, BBA in Accounting, Partner

Jason Kay

Jason graduated through the Co-Op Accounting Program at Brock University with a Bachelor of Business Administration Majoring in Accounting. He joins us after 24 years of public accounting experience working for several Accounting Firms in Durham Region. His passion for small and family businesses leads him to help clients with all aspects of their businesses including Financial Statements, Corporate Tax Returns, Tax Planning, Personal Tax Returns, Estate Returns, Bookkeeping and all Government Filings. Jason excels at family business as he is a family first type of guy!

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Stephen Morgan, PFP

Stephen Morgan

Stephen is a Advisor, with over 30 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 has been working to provide an enhanced level of personal service and proactive planning initiatives.

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