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Our Team

Brian Mercer, MBA, CFP, CIM

Vice President, Portfolio Manager

Brian brings to his clients over 30 years in the financial industry with experience as an Vice President, Portfolio Manager in London, Ontario. Brian is recognized as an expert in investments, retirement, tax and estate planning for value conscious individuals, professionals, business owners, corporate executives, and retirees who are serious about attaining financial independence and success. After graduating from Wilfrid Laurier, Brian has also attained his MBA, CFP and CIM designations. A resident of Exeter, Brian is married to his wife Becky of over 25 years. Together they have two daughters and a son. Between the five of them, they have a very active lifestyle with as much hockey as possible!

Jolene Vandewiel

Executive Assistant

Jolene brings over 18 years experience in the financial industry. She ensures a unified approach in our commitment to providing outstanding client service. Her attention to detail, efficient nature and knowledge, provides a very analytical approach to ensure strong communication for all of our clients.  Jolene plays an integrated role in coordinating all events, seminars, client reporting and all marketing.

Outside of the office, Jolene also has a professional background in Esthetics. And is always looking for the latest in living a long, healthy lifestyle.

Frank T. Hubbs

Associate Investment Advisor

Frank began his career in the financial services industry in 1981. His strengths are in providing personalized customer service and education. His clients are active participants in the decision making process with his ongoing support and guidance. Outside of the investment world, Frank enjoys fishing, canoeing, gardening and fitness activities.

Becky Mercer

Office Manager, Licensed Assistant

 

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