2016-2017
Membership & Business Directory
Ogilvie Daugherty Business Profit Solutions
Erb and Erb Insurance Brokers Ltd
(9 employees) Brian Ogilvie, President Steve Southern, Client Outreach 70 Victoria Street North, Suite H Kitchener, ON N2H 5C2 Tel: (519) 744-4083 Fax: (519) 745-2943 ogilvie.ca brian@ogilvie.ca
(70 employees) Albert Schmidt, Sales and Marketing Manager James Chmiel, President Don Wales, Commercial Insurance Broker 30 Queen Street North Kitchener, ON N2H 6N2 Tel: (519) 579-4270 Fax: (519) 741-1977 erb-erb.com insure@erb-erb.com
The Asset Planning Group (2 employees) James Lackner, President 9 Westgate Walk Kitchener, ON N2M 2T7 Tel: (519) 804-2020 Fax: (519) 725-5377 wealthstream.ca jlackner@wealthstream.ca
Vancea Financial Group (3 employees) Sharon Hefley, Administrative Assistant 1601 River Road East, Unit 301 Kitchener, ON N2A 3Y4 Tel: (519) 578-3875 Fax: (519) 578-2876 vanceafinancial.com sharon@vanceafinancial.com
Williamsburg Financial Centre Inc. (6 employees) Dino Castellani, President 31 Margaret Avenue Kitchener, ON N2H 4H1 Tel: (519) 569-7979 Fax: (519) 569-7904 williamsburgfinancial.com dino@williamsburgfinancial.com
Financial Services 5i Research / Canadian MoneySaver (3 employees) Ryan Modesto, Managing Partner 55 King Street West, Suite 700 Kitchener, ON N2G 4W1 Tel: (519) 772-7632 5iresearch.ca info@5iresearch.ca
Dominion Lending Centres Forest City Funding (3 employees) Bill Cooke, Client Services Manager Leslie Morris, Mortgage Broker 70 Victoria Street North, 2nd floor, Suite G2 Kitchener, ON N2H 5C2 Tel: (519) 500-2387 lesliemorris.ca bill.cooke@dominionlending.ca
Don Stockman Financial Services (3 employees) Brandon Silbermann, Advisor 155 Frobisher Drive, Unit J103 & J104 Waterloo, ON N2V 2E1 Tel: (519) 747-7727 Fax: (519) 747-7308 stockmanfinancial.com brandon.silbermann@manulifesecurities.ca
75
Corporate Directory
Export Development Canada (1250 employees) Jay Huddleston, Senior Account Manager 148 Fullarton Street, Unit 1512 London, ON N6A 5P3 Tel: (519) 858-6200 Fax: (519) 858-6201 edc.ca jhuddleston@edc.ca
Roynat Capital
CWB Maxium Financial
(6 employees) Jason Simon, Associate Director 40 Weber Street East, Suite 810 Kitchener, ON N2H 6R3 Tel: (519) 742-5346 Fax: (519) 742-1300 roynat.com simonj@roynat.com
(1 employee) Pierre Sauvé, Director, Originations 150 Caroline Street South, Suite 403 Waterloo, ON N2L 0A5 Tel: (519) 588-6783 cwbmaxium.com pierre.sauve@cwbmaxium.com
Financing Consultants AFEX (30 employees) David Butler, Business Development Executive 200 Front Street West, Suite 2203 Toronto, ON M5V 3K2 Tel: (416) 360-2136 Fax: (888) 363-8272 afex.com info.ca@afex.com
Freedom 55 Financial Gregory Sutherland
Definition Financial (10 employees) Tim Duquette, Senior Executive Consultant 103 Bauer Place, Suite 1 Waterloo, ON N2L 6B5 definesuccess.ca timduquette@definesuccess.ca
Savoy York Management Limited (1 employee) Lynn Jones, President 1845 Aldersbrook Road, Unit 31 London, ON N6G 4V9 Tel: (519) 641-4207 b.lynn.jones@bell.net
(1 employee) Gregory Sutherland, Financial Security Advisor/Investment Representative 50 Sportsworld Crossing Road, Suite 280 Kitchener, ON N2P 0A4 Tel: (519) 616-2355 Fax: (519) 650-8114 gregory.sutherland@f55f.com
iA Securities (2 employees) Cindy Fraser, Branch Administrator 460 Phillip Street, Suite 100 Waterloo, ON N2L 5J2 Tel: (519) 880-9696 Fax: (519) 880-9610 ia.ca cindy.fraser@iagto.ca
Lifestyle Wealth Inc. (9 employees) David Velanoff, President/Chairman 22 King Street South, Suite 300 Waterloo, ON N2J 1N8 Tel: (519) 954-8324 lifestylewealth.ca dvelanoff@lifestylewealth.ca
Michael Ben, Fractional CFO (1 employee) Michael Ben, Owner 279 Faraday Court Waterloo, ON N2L 6A4 Tel: (519) 572-9711 Fax: (877) 259-7506 michaelben.ca michael@michaelben.ca
Michael Irwin, Freedom 55 Financial (2 employees) Michael Irwin, Financial Security Advisor 50 Sportsworld Crossing Road, Unit 280 Kitchener, ON N2P 0A4 Tel: (226) 338-9496 Fax: (519) 650-8114 michael.irwin@f55f.com
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