Our Financial Specialists are always in your corner. Our interests are aligned with yours. We’re not in the business of selling products—we’re delivering outcomes. Our appreciation and understanding of educator-specific challenges means that together, we’ll build the right financial path to help you meet your life goals.
Educators helped Judy and I realize our retirement dreams of spending winters on our sailboat in the Bahamas.
Not only did Educators assist with my goals, they also helped to kick-start the financial future of my children!
I like how they really understand our members, which means advice on cash flow, pension, and other things, that they can count on.
Adele’s career in the financial services industry began at a leading financial institution where she progressed from teller, to branch manager, to mortgage specialist. After 19 years, she made the move to Educators Financial Group, where she enjoys focusing on educators – whom she believes have one of the most important jobs in the workforce. “I have a sincere desire to assist educators in improving their current finances and making their future financial dreams a reality,” Adele says. She is an accomplished Lending Specialist and an Accredited Mortgage Professional (AMP). When asked what she finds most enjoyable about her role at Educators, Adele doesn’t hesitate, “The look of joy on clients’ faces when I can show them that I have saved them money.”Email Adele
Amedeo is a financial switch hitter, providing his clients with a rare depth of experience acquired over 20 years in not one, but two complex fields – insurance and mortgages. Whether delivering superior client experience at branch level or providing solutions to meet clients’ long-term financial goals for one of Canada’s largest banks, his forte has consistently been achieving superior client experience through advice-driven client discussions. “To me, the most satisfying thing about the job is providing advice that truly meets a client’s needs”, he says. “And that can only be the result of sitting down with the person and discussing where they are now, and their goals for down the road.” Amedeo has taken the Canadian Securities Course and Life License Qualification Program, and has taken courses for the General Insurance License. He holds a Bachelor of Business Management, and is earned the Accredited Mortgage Professional (AMP) designation.Email Amedeo
Whether you speak French or English, are looking to purchase, refinance, or renew/switch your mortgage in the Ottawa region, Claudio speaks your language. A graduate of Ottawa’s Algonquin College, Claudio has spent over 13 years in mortgage sales, with experience in both banks and brokerages. In a prior position, he was one of the top 25 of 1000 mortgage professionals across Canada. Claudio has taken the Ethics and Responsibilities course with CAAMP, and obtained the Accredited Mortgage Professional (AMP) designation. He enjoys working with members of the education community because “educators help children make great futures for themselves, so it feels good helping them meet their own goals for their future.”Email Claudio
After 20-plus years in the financial services industry, University of Ottawa graduate and Certified Financial Planner (CFP) Colleen knows what it’s all about: “helping clients to understand and take control of their finances”. Her career thus far has included her helping a wide variety of clients in large institutions such as, BMO Wealth Planning, Heathbridge Capital Management, Bank of Nova Scotia, MD Management Ltd., and CIBC. Now, Educators clients in the GTA will benefit from her focus on the individual, years of expertise, and – as she says – “working with education members to help them along the way financially.”Email Colleen
With over 13 years experience in the financial industry, Dan has studied English and Psychology at York University, and completed his Certified Financial Planner (CFP) designation, Canadian Securities Course, Financial Planning I and II, Wealth Management Essentials and the Conduct and Practices Course. While he’s now calling Brooklin home to best serve our eastern region, he lived south of the border for some time – first in the windy city (or ‘Chicago’ as some may know it as) and then in Jacksonville, Florida, working as a Financial Advisor for a large American financial planning firm. Dan says his “passion for helping people” and his “keen interest in financial planning” led him to choose his current career path. A path that not only has led him to Educators Financial Group, but also to volunteer with the Junior Achievement Program in Peterborough, where he’s applying both his passion and expertise to increase the financial literacy of our youth. If you’re in the Durham, Kawartha Pine Ridge or Trillium Lakelands region – book your free one-on-one financial planning session with Dan today.Email Dan
With 8 years of experience in the financial industry, Darryl brings specialized knowledge in the realms of pension and retirement plans, in addition to his proven ability to offer sound, strategic advice on a wide range of other financial planning areas. Darryl has a diploma in Business Administration from Algonquin College in Ottawa, a Registered Retirement Consultant designation from the Canadian Institute of Financial Planning, as well as a Life Insurance License from the Financial Services Commission of Ontario. He is currently working towards achieving his CFP designation. As for what he enjoys most about working with the education community, “I would have to say it’s educating the educators… helping them to clarify and prioritize their financial goals, then implement a plan of action.” Darryl can answer your needs in both French and English.Email Darryl
When it comes to knowing Educators firsthand – it’s all in the family (he comes from a family of educators and is married to a teacher). Jim brings many years of experience in financial planning, retirement counselling, and investment advice. Prior to joining our team, he was a Financial Services Manager at one of the largest banks in Canada and has also worked for a leading insurance company. Jim holds a Bachelor of Commerce from the University of Windsor, a Bachelor of Arts in Psychology from the University of Guelph and the Certified Financial Planner (CFP) designation, as well as the Canadian Securities Course and Professional Financial Planning Course. What advantages does he bring to his clients? According to Jim, “it’s the fact I understand the financial concerns of our client. That insight enables me to recognize their needs, and assist them in attaining their personal financial goals.”Email Jim
In addition to being an educational advocate, Karen brings to the team over 18 years of financial specialist experience – spending a good part of that time as an advisor with the Private Wealth Management Division of a major financial institution. She holds a Bachelor of Commerce from McMaster University and has her Certified Financial Planner (CFP) designation. When describing what she enjoys most about working at Educators Financial Group, Karen says, “it’s definitely sitting down with clients – helping them to employ wealth-building strategies and build effective financial plans for life events.”Email Karen
Since receiving his B.Comm. from Concordia University and MBA from Western’s Richard Ivey School of Business, Kola has seen ‘both sides of the fence’ in 25- year career in the financial industry. A Certified Financial Planner (CFP), he’s worked hands-on with clients at RBC, BMO, and CIBC, and also has also helped to develop standards within the industry at Moody’s Analytics. A married father of three, the needs of education members are close to his heart, because his daughter is a French teacher. Kola’s motivation? “I’m passionate about developing financial roadmaps that enable clients to make smart financial decisions that in turn grows their net worth.”Email Kola
Lisa’s love for knowledge and comprehensive background in the finance and investment sector enables her to provide educators with the sound financial solutions they’re looking for with the right combination of smarts, and heart. The ‘smarts’ comes from 15 years experience in several roles within the financial services sector. Having graduated from the University of Toronto with a Bachelor of Economics, Lisa has also obtained her Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI) designations. She completed the Registered Retirement Consultant designation through the Canadian Institute of Financial Planning. Lisa’s love for knowledge and dedication to learning motivated her to join the Junior Achievement Program.Email Lisa
Raised in Vancouver and educated at University of Toronto, Marian’s 25-year career in the financial industry has spanned both cities. Prior to joining Educators Financial Group, she provided investment advice, financial planning, and management of portfolios to physicians and their families. When she started at Educators in 2002, Marian recalls that she was one of only two financial planners. A Certified Financial Planner (CFP), Marian has taken the Canadian Securities Course, Registered Representative Exam, and has earned Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI), and Registered Retirement Consultant (RRC) designations. “One of the great satisfactions of the job”, says Marian, “is finding out what makes our clients unique, and finding solutions that satisfy their needs.”
With a father who taught for 32 years, a mother who was a teacher, a wife who teaches, and having taught at the high school level himself – you could say Michael knows a thing or two about educators. Michael’s in-depth knowledge of the education community is complemented by over 16 years of experience in financial services. He holds a B.A., a B.Ed., and has his Certified Financial Planner (CFP) designation. So, does Michael miss teaching? “Well I am still teaching”, he says. “As a planner, I educate teachers on how they can best structure their finances in order to help them reduce debt and maximize their wealth.”Email Michael
With a teacher sister and a professor brother, it seems only fitting that Nadeem Ibrahim’s career led him to educate educators on their finances. Nadeem completed his Professional Financial Planning (PFP), Trust and Estate Practitioner (TEP), Registered Retirement Consultant (RRC), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Chartered Strategic Wealth Professional (CSWP), and CIWM (Certified International Wealth Manager) designations, and courses such as Portfolio Management Techniques, Investment Management Techniques, Advanced Retirement Management Strategies, Advanced Estate Planning and Trust Strategies and Canadian Securities Course, Personal Financial Planning. He has over 13 years of experience in private wealth management and advisory services to benefit his clients in the education community. “I appreciate having in-depth conversations with my clients”, he says, “getting to know what their needs are – then presenting options to help them achieve their financial goals.”Email Nadeem
Patti’s commitment to the education community stems from her involvement with her sons’ school. She has spent countless hours assisting in the classroom and volunteering for special events, and has gained valuable insight into the needs of educators. Patti brings more than 20 years of financial services experience to Educators Financial Group, most recently as a financial planner with large financial planning firm serving Hamilton and the surrounding areas. Prior to this, Patti’s background was as a money market and bond trader working with a large investment management firm. Patti has completed her Life License Qualification (LLQP) and Mutual Fund License (IFIC). Her specific areas of expertise are investment, retirement and estate planning. When asked about her approach to providing effective solutions to her clients, Patti responds, “I feel it is my responsibility to provide a sound and practical financial plan. I look forward to working with the education community to help them achieve their life goals.” Ready to get started? Contact Patti to book your consultation today.Email Patti
A graduate of Loyalist College, Paul is well versed in the investing and borrowing needs of clients – he has over 20 years’ experience in the industry and has worked with companies such as BMO Nesbitt Burns, Midland Walwyn and Investors Group. He’s currently studying to get his AMP accreditation, and is a big fan of the Toronto Maple Leafs and Blue Jays. Why? Because he appreciates teamwork and its importance. One of the reasons he is pleased to be with Educators is because “With Educators, everybody is pulling in the same direction. The client is the number one priority.”Email Paul
Rob presently serves as a Public Policy Ambassador at Financial Planning Standards Council (FPSC), Disciplinary Hearing Panel Member at Financial Planning Standards Council (FPSC), Audit Committee Member – Elections Compliance – Municipal Elections, Gananoque Police Services Board Member and Eastern Ontario Area Leader for the CPA Canada (Chartered Professional Accountants) Community Connect Program. He is a Certified Divorce Financial Analyst, Certified Financial Planner, Chartered Professional Accountant, as well as a Trust and Estate Practitioner. With over two decades’ experience providing expertise in accounting, financial planning, and insurance, clients and peers recognize him for his unique ability to answer client questions and help them achieve their goals. He is excited to be at Educators Financial Group, believing it gives him “the opportunity to provide expertise to professionals and their families for whom I have the highest respect.”Email Rob
Having worked as a teacher at Georgian College in Barrie, Sandra is able to relate to the financial needs and goals of the educational community – adding valuable insight to her current role of Financial Advisor with Educators Financial Group. A graduate of the University of Western Ontario with a BA in Science, Sandra has over 13 years of experience working in various roles within the financial sector. In addition, she has completed many industry-accredited courses such as the Canadian Securities Course (CSC), Life License Qualification (LLQP), Conduct and Practices course (CPH) and Wealth Management Techniques (WMT). When asked about the unique dynamic she brings to her clients, Sandra responds, “I would have to say it’s my commitment of helping my clients reach their financial goals through education, information, options, and guidance.”Email Sandra
Andy is an experienced director of corporate and not-for-profit entities. He is currently a consultant and advisor to financial services regulatory agencies in Canada and internationally. Andy is the past President and Chief Executive Officer of the Deposit Insurance Corporation of Ontario and has also served as a senior financial services regulator with the Ministry of Finance (Ontario) and the Office of the Superintendent of Financial Institutions (Canada) supervising credit unions, insurance companies, pension plans, trust companies and banks. He is a Chartered Professional accountant (CPA, CA) and Chartered Director (C.Dir) which was earned at the Directors College at McMaster University and was awarded the College’s Gold Standard Award in Governance. Andy also serves on the Executive of the Ontario Chapter of the Institute of Corporate Directors (ICD).
Janet is the President and Co-Founder of Enrichment Enterprises Inc., a strategic consulting practice that helps corporate and not-for-profit boards, community organizations, CEOs and leadership teams “come to clarity on key business issues”. She serves clients across a broad range of corporate sectors, municipalities, educational institutions and not-for-profit organizations. Janet has led three different organizations in technology and services, with operations across Canada and internationally. She is currently Chair of both The Scarborough Hospital’s Board of Directors and the Board at Crosslink Technology Inc. She holds the ICD.D designation from the Institute of Corporate Directors and serves as an ICD.D examiner.
Jim was born and attended elementary and secondary schools in Toronto. Jim graduated from the University of Toronto with a Bachelor of Arts. He worked for Grant Thornton as an auditor, and obtained his Chartered Accountant (CA) designation during that time. He later earned his Chartered Director (C.Dir) designation from The Directors College at McMaster University. Jim joined OSSTF/FEESO in 1991 as the internal auditor, and later became the Controller at the Provincial Office. In July 2011, he was appointed Associate General Secretary. His current responsibilities include acting as the Chief Financial Officer and overseeing the Operational Services Division at OSSTF/FEESO Provincial Office.
John has been Chief Executive Officer of McDonald Investment Management Inc. since 1990, after serving as an officer and director of two Canadian investment dealers. John has 23 years of experience as a financial services sector analyst, portfolio manager and trustee in the domestic and international capital markets and 7 years of experience with the International Monetary Fund (IMF) in Washington. Prior thereto his career included 7 years of internal, external and comprehensive audit experience in a number of domestic and international sectors. He received a Bachelor of Business Administration degree from the University of New Brunswick (UNB) and, in 1994 was honoured with a Certificate of Achievement from UNB. John completed the Institute of Corporate Director’s Corporate Governance (ICD.D) program at University of Toronto’s Rotman School of Management in 2004. He is qualified as a Chartered Accountant and Chartered Professional Accountant (CA and CPA).
Pierre was born in Ottawa and attended French language elementary and secondary schools in Toronto. He obtained an Hon. B.A. in psychology and a Doctorate in clinical psychology from the University of Ottawa. He also holds the ICD.D designation from the Institute of Corporate Directors. Pierre worked at the Burritts Rapids Correctional Centre, the Conseil des écoles publiques d’Ottawa-Carleton and the Ottawa Board of Education, where he assumed leadership and bargaining responsibilities for OSSTF/FEESO. He joined the Provincial Office of OSSTF/FEESO in 1997, where he held various positions. In 2010, Pierre assumed the position of General Secretary. He earned his Chartered Director (C.Dir) designation at The Directors College at McMaster University.
Rhonda is a graduate of Queens’ University and a certified teacher. She worked as a secondary teacher and federation representative for the Lanark County Board of Education and for the Upper Canada District School Board. Rhonda was elected to the Provincial Executive of OSSTF / FEESO in 1999. In 2003, she was elected OSSTF President and served two terms before accepting her current position as Secretary-Treasurer of the Ontario Teachers’ Federation in 2007. As Secretary-Treasurer of OTF, she oversees the operations of Ontario’s professional association for teachers and OTF’s role as a plan sponsor of the Ontario Teachers’ Pension Plan. She completed the ICD.D designation with the Institute of Corporate Directors in 2014.
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