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Performance of Our Signature Funds

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When you combine dedication and expertise, opportunities present themselves.

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 me realize our retirement dreams of spending winters on our sailboat in the Bahamas.

Jim Matthieu
TBU, District 3
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Amedeo Perfetto
Amedeo Perfetto
AMP - Broker-Director, Lending Services

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 has earned the Accredited Mortgage Professional (AMP) designation.

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Brad Hemphill
Peel
Brad - Educators Financial Group
Brad Hemphill
Senior Financial Advisor - Peel

Brad knows all about the unique challenges faced by education members, dealing with specific financial questions, stretching a budget and raising a family. His wife is a teacher, and their young son will soon be going to school. Brad combines this personal understanding with specific training and experience in the financial sector, in order to help Educators’ clients. He holds a Diploma in Financial Services from Mohawk College, is currently working on his CFP® designation, and has worked for seven years in financial planning for RBC and Scotiabank. “I love being able to find unique ways to help my clients reach their goals. I also love meeting new people from a wide range of backgrounds.” Brad chose to work at Educators Financial Group because “Educators offers something special to our clients, which is a unique understanding of their needs.” With Brad’s background, we’re sure his clients would agree.

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Chris Knoch
Chris Knoch
AMP – Agent - Regional Director – South Western Region

Education members working with Chris Knoch truly have the best of both worlds. As he worked as a teacher for 32 years, Chris knows first-hand about an educator’s financial challenges, and the importance of financial literacy. “As a teacher I witnessed the gaping void in educating our youth in the area of financial literacy, therefore my favourite aspect of working in the financial field is educating clients of all ages in the intricacies of the financial world”, he says. Now, as an Accredited Mortgage Professional (AMP) and experienced Mortgage Agent, he combines this personal insight into educators’ needs with an in-depth and specialized education in mortgages and the real estate market. Working at Educators, Chris has found that there is a “team atmosphere, which creates an atmosphere of ease and camaraderie as we all strive to assist our clients.”

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Dan Martonfi
Dan Martonfi - Educators Financial Group
Dan Martonfi
Regional Assistant Vice-President, Client Advisory Services

With over 15 years of experience in the financial industry, 8 of which spent working specifically with education members, Dan enjoys helping people achieve their financial goals. Dan 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, he lived south of the border for some time working as a Financial Advisor for a large American 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 has not only led him to Educators Financial Group, but also to volunteer with the Junior Achievement Program, where he applies both his passion and expertise to increase the financial literacy of our youth. Dan also volunteers with FP Canada, assisting with scoring the Certified Financial Planner exam.

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Darryl Martella
Ottawa Region
Darryl - Educators Financial Group
Darryl Martella
RRC - Senior Financial Advisor - Ottawa Region

With 15 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.

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David Giustizia
Halton
David - Educators Financial Group
David Giustizia
Certified Financial Planner professional - Halton

David acquired a passion for finance in university where he decided to specialize in Financial Economics while earning his Honours Bachelor of Science at U of T.  After gaining experience in risk management through the mining sector and the provincial government, David moved into a financial advisory role at Scotiabank while obtaining his CSC, RFRA and CFP®.  There he saw the true value of his advice as he watched his clients progress towards their ideal financial future.

As a Certified Financial Planner professional at Educators, he’s looking forward to applying his experience and knowledge in empowering education members to make good financial decisions and increase their financial literacy as “they are integral to the shaping of our youth and the future of our country”.  Outside of work, he directs his passion for learning towards traveling the world and exploring other cultures.

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Edward (Ed) Gougeon
Ottawa Region
Edward (Ed) Gougeon
Senior Financial Advisor - Ottawa Region

A resident of Orleans, Ottawa, Ed comes to Educators Financial Group from BMO Nesbitt Burns. After 20 years of helping people from all walks of life achieve their financial goals, he’s enjoying working specifically with education members. “It’s an opportunity to apply my skills to a unique group, which I believe is underserved by the financial community”, he says. A believer in ongoing education, he has his Financial Planner 1 and 2, Personal Financial Planner certification, Canadian Securities Course, and is taking his Certified Financial Planner certification. A father of two, Ed says, “serving the education community is a way to say thanks for their service to our children and communities.”

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Franc Oliveri
York Region
Franc - Educators Financial Group
Franc Oliveri
Certified Financial Planner professional - York Region

With a passion for putting financial plans into action, it’s no surprise that Certified Financial Planner professional Franc Oliveri is a big fan of Warren Buffet quotes. One of his favourites is “In the world of business, the people who are most successful are those who are doing what they love.” Before joining Educators, Franc put his love of the financial field to work at Scotiabank, providing proactive planning and advice so individuals and families could put their finances on autopilot and focus on other aspects of their lives. He is pleased to be at Educators, because he believes it provides incomparable service to education members who work so hard in the formation and development of others.

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Graham Walker
Hamilton/Niagara/Grand Erie
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Graham Walker
Senior Financial Advisor - Hamilton/Niagara/Grand Erie

Graham has had a lifelong link to the education community. Not only did he grow up in a household headed by educators, but after getting his Bachelor of Science and MBA at Niagara University, he’s taught at and continues to work with Niagara College’s School of Business. Before joining Educators Financial Group, Graham worked for over six years with TD Canada Trust and Meridian Credit Union, where he used his Personal Financial Planner (PFP) designation to empower his clients to achieve their goals. He is currently working towards getting his Certified Financial Planner (CFP) designation. Graham is looking forward to working with Educators’ clients. “Having been raised by educators, I understand the sacrifices the education community makes for the growth and development of our future generations. I look forward to giving back to the community that gave and continues to give me so much, so I can help enrich their lives like they did for me.”

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Jamie Cote
Kitchener
Jamie Cote
Certified Financial Planner professional - Kitchener

Jamie’s well-rounded background helps him understand all his clients’ financial needs. He has worked in the financial services industry for well over a decade. Educators’ clients will benefit from this experience and his dedication to building his knowledge. With his MBA from Dalhousie University as well as his CFP (Certified Financial Planner), CIM (Certified Investment Manager), and FCSI (Fellow of the Canadian Securities Institute) designations, Jamie is eager to help Educators clients as a Financial Planner. “Having overcome personal struggles with learning early in life with the help of education community, Jamie looks forward to working with Educators’ and helping the community that has been so important to his personal development.”

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Karen Hubbard
Karen - Educators Financial Group
Karen Hubbard
Regional Assistant Vice-President, Client Advisory Services

In addition to being an educational advocate, Karen brings to the team over 20 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.”

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Lisa Raponi
Toronto
Lisa - Educators Financial Group
Lisa Raponi
FMA, FCSI, RRC - Certified Financial Planner professional - Toronto

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.

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Marian Ollila
Greater Toronto Area
Marian Ollila
RRC, FCSI - Certified Financial Planner professional - Greater Toronto Area

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 professional (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.”

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Michail Tsirikos
Kawartha Pine Ridge and Algoma Districts
Michail - Educators Financial Group
Michail Tsirikos
PFP®, Senior Financial Advisor - Kawartha Pine Ridge and Algoma Districts

Michail Tsirikos is all about focusing on goals. In his spare time, he’s an avid soccer player and coach who shows his team how to score. And professionally, for the past 6 years at Educators Financial Group, he’s honed his skills as a Customer Service Rep, Account Manager, and now Senior Financial Advisor, to help his clients reach their financial goals. Certified as a Personal Financial Planner, his own goals include completing the CFP® certification, and then moving on to become a Chartered Financial Analyst. Michail believes that being a member-driven institution helps to make Educators unique. “Being part of a community and looking out for one another is great”, he says. He looks forward to continuing to make a difference in his clients’ lives and knowing they are on the right path.

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Mike Cunningham
Durham, Huntsville, Lindsay
Mike Cunningham - Educators Financial Group
Mike Cunningham
Certified Financial Planner professional - Durham, Huntsville, Lindsay

Early retirement. Pay grids. Pension income fluctuations. Mike Cunningham understands that education members have a lot of financial considerations, and that navigating it all can be puzzling. Using his education and experience to help clients solve the puzzle of their financial situation is what he enjoys most about the job. His qualifications help. In addition to taking the LLQP (Life License Qualification Program), Mike is a Certified Financial Planner professional (CFP) and Chartered Investment Manager (CIM). He brings over 10 years of experience working with Edward Jones and Sun Life Financial to Educators Financial Group, and is looking forward to working with educators. As he says, “Educators are knowledgeable, detail-oriented clients. They understand that knowledge is power, and are fully engaged in making the most of their investments.”

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Robert Johnston
Simcoe
Robert Johnston
Certified Financial Planner professional - Simcoe

After graduating from York University with a degree in Economics, Robert worked in the IT industry for a few years before shifting gears to become a Financial Consultant with Investors Group Financial Services. An avid Formula 1 Racing fan, he has a ‘track record’ of helping families build their financial future and plan for retirement. At Educators, he says he is looking forward to helping “a unique and intelligent group of professionals” with all their financial needs. Have questions about retiring? Talk to Robert – as well as being a Certified Financial Planner professional, he is a Registered Retirement Consultant, whose retirement dream is to follow the Formula 1 on its global tour!

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Our Leadership Team

 

Our Board of Directors

 

Andy Poprawa

C.Dir.

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).

 

I want to know about the financial concerns that keep education members awake at night.

Chuck Hamilton

President and Chief Executive Officer

Inquisitive by nature, Chuck enjoys interacting with members to learn about the education community, and the unique financial issues they face. He thrives on bringing value to members, drawing from his experience in marketing, investment management and financial planning. In his role, he leads corporate strategy and business development. Chuck earned a B. Sc. degree from the U. of Winnipeg, a M. Sc. degree from the U. of Manitoba, and the Chartered Director (C.Dir.) designation from The Directors College.

I want to know about the financial concerns that keep education members awake at night.

Angele - Educators Financial Group

I am passionate about delivering an educator-specific experience that allows our members to achieve their financial goals.

Angèle Lévesque

Vice President, Marketing

After 20 years developing marketing for clients such as American Express, RBC, CIBC, D+H, Zag,Bank and Collabria, Angèle knows how easy it is for clients to feel confused about their finances. “People can get stressed by money. It’s satisfying to get to know your customers and help them make smart financial decisions.” Her busy career has taken her to Toronto, New York, and London, and included roles on both the client and agency side. Her personal life is just as busy – she’s a hockey mom, as well as the co-chair of her sons’ School Council, and on the Board of a national charity.

I am passionate about delivering an educator-specific experience that allows our members to achieve their financial goals.

I’m motivated to work with our fund managers to maximize performance for our clients.

Stuart Mulcahy

Chief Financial Officer

Stuart keeps a razor eye on maximizing the performance of Educators Mutual Funds. As CFO, he also ensures that the organization performs to the highest standards required of a financial services company. Stuart is described as a creative thinker, proactive change agent, and pragmatic decision maker who has a passion for excellence. Stuart has held senior finance executive roles at TD Bank Financial Group. He earned a Bachelor of Commerce from the University of Auckland and holds a Chartered Accountant designation through the Chartered Accountants Australia and New Zealand.

I’m motivated to work with our fund managers to maximize performance for our clients.

I’m proud to provide insights to members of the education community on making better financial choices.

Pat Bellissimo

Principal Broker and Vice-President, Human Resources

Pat is committed to providing insights that will help the education community make better financial choices. She is devoted to seeking the right lending partners that are able to fulfill the unique needs of our community. Pat and her team are known for their responsiveness, high level of service and their consistent ability to deliver the right solution that meets the borrowing needs of members. Pat is an Accredited Mortgage Professional (AMP), who has worked for over 25 years in the financial services industry, for major Canadian Credit Unions and TD Bank Financial Group.

I’m proud to provide insights to members of the education community on making better financial choices.

 

Working at Educators Financial Group

We’re made up of talented, creative, dedicated, and passionate problem solvers. We appreciate people who help make dreams a reality for our clients and our organization.

We thank all applicants for their interest; only those selected for an interview will be contacted.

We’re currently looking to hire excellent teammates for the following positions:

Not sure if you see a fit right now?

Send us your resume with covering letter at careers@educatorsfinancialgroup.ca and when there’s something available, we’ll get in touch.

 
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