Alexis Everitt-Wells, CFP

Financial Planner

As a Certified Financial Planner professional, Alexis has had the pleasure of working with individuals and families to build a plan focused on achieving their personal and financial goals. Whether it's personal wealth planning, business considerations or planning for the next generation, Alexis can help with the many options, and or obstacles, clients may experience. Alexis has been helping clients with insurance and investment planning since graduating from the University of Windsor with an Honors degree in International Relations. First starting her career with Sun Life Financial in both an advisor and management role, Alexis had many opportunities to work with other advisors and clients with more advanced estate, financial and insurance planning.  In 2005 she then moved on to her own independent financial advising firm of Everitt-Wells & Gall Financial Group/IQON Financial now Assante Wealth Management. Alexis has worked exclusively in the financial services industry as both an advisor and in management for more than 25 years. She has continued her education, increasing the information and options she can bring to her clients. Over the last few years  Alexis, her husband Dan and three children moved both their home and business to the Olde Walkerville area in Windsor ,Ontario. Having three children, older parents, and a husband with a business of his own, has offered Alexis an understanding of the many issues that need to be considered when making big decisions. She believes financial planning “ isn't just about the numbers, it also has to do with making all the pieces fit”!

Kris Swayze

Investment Funds Advisor
Insurance Advisor

Kris Swayze – Investment Funds Advisor & Insurance Advisor , Started in the industry first working with CIBC as a Personal Banker advisor while finishing his degree in Honours Economics & Financial Management at Wilfrid Laurier University. After graduating university Kris worked at both CIBC & at RBC in his home town of Chatham, before joining the Everitt-Wells & Gall Financial Group. Once with Everitt-Wells & Gall Financial Group, Kris continued his education by obtaining his insurance license. Kris is currently in the process of obtain his CFP designation. These past experiences have placed Kris in an excellent position to fulfill all of his clients' needs with Everitt-Wells & Gall Financial Group. Kris and his wife of 2 years Kristin now reside in Tecumseh.

John MacPherson

Mutual Fund Salesperson

Kimberly Marchand

Investment Funds Assistant
Insurance Assistant

Kim Marchand born and raised in Windsor has been in the insurance industry for 24 years. Kim first starting with The Mutual Group (currently Sun Life Financial) in 1989 as an assistant for underwriting of new life insurance applications in Kitchener/Waterloo head office. While at Mutual Life Kim took courses with Life office Management Association (LOMA) to better familiarize herself with the Life insurance industry. Kim decided to leave Mutual Life for a job closer to home. She began work for Empire Financial for a short period in the Windsor Branch before it closed. For the following 9 years Kim worked for Sun Life Financial in the Windsor Branch Office doing several administrative jobs. Following the birth of her first child (Son, Kyle) she came to work for several independent representative’s as their Marketing Assistant. She then obtained her Mutual Funds License as well as Life Insurance License (2000) and worked for Everitt-Wells & Gall Financial Group. Kim also has a daughter, Sarah and married for 25 years to husband John and currently also resides in Lakeshore.

Maureen Moore

Investment Funds Assistant

Maureen Moore has been in the financial services industry since 1980. Maureen started her career working for the Bank of Nova Scotia in Vancouver, and after moving to Kelowna in 1984, worked various positions for Royal Trust. In 2002 Maureen moved with her husband and three children to the Windsor area where she joined the team of Everitt-Wells & Gall Financial Group as a licensed assistant. Maureen successfully completed the mutual fund course and was licensed in the Province of BC from 1996 to 2002 and is currently licensed in Ontario.

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