John Manson, CFP
Senior Financial Planning Advisor
With two decades of experience, John has worked with families in the North Bay area to achieve their financial goals. John is a Senior Financial Planning Advisor and holds the Certified Financial Planner designation.
Financial Planning must run deep in the genes. Cynthia is a graduate of the Canadore College Business program. She started working for the team in 2016 in an administrative roll and now works as an associate advisor. She is looking forward to getting her insurance license in the near future. When not in the office Cynthia enjoys spending time with her family and her two puppies.
Liam is a new member of our team who comes from the banking world. Liam and Cynthia are recently married and are enjoying newlywed life. Liam has his Mutual Funds license and is eager to learn the ropes of investment management. In Liam's spare time, he enjoys fishing with his friends, playing guitar and watching football.
Cathy has over 21years experience in the Financial Services Industry, and has successfully completed the Investment Funds in Canada course, as well as the Mutual Funds Operations course. Furthermore, Cathy has obtained her General Insurance License.
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