I began my career in the financial services industry in 1993 after attending both Ottawa and Queen’s Universities. As a small business owner, I have seen many changes in the financial services landscape over the years. I believe that a relationship of mutual trust and commitment from all parties involved in the planning process is the essential ingredient to long-term success with my clients. Together, with the team at Limestone, I focus on financial, tax, retirement income and estate planning, either in part or as a whole, depending on your needs. I believe that money is personal and it's why the value of our relationships is driven by low volatility, wealth building, client security and independence.
Over the years, giving back to my community has always been important to me, as evidenced with my many volunteer commitments to both my industry as well as to my communities: past-president of the Kingston Chapter of Advocis, a national association for financial advisors, past member of the MGI and Desjardins Wealth Advisory Councils, where I represented my independent dealer's advisors in Ontario, at the national level. In the community, I have been involved on various boards, as a member-at-large, committee member and Chairperson. Some of my past commitments have been with Childbirth Kingston, Cantabile Choirs of Kingston, Princess St United Church, Kingston Symphony, the City of Kingston Heritage and Culture Committee, The Spire, the investment review committee of the Southern Ontario Fund for Investment in Innovation (SOFII). I am currently on The Community Foundation for Kingston & Area | CFKA Grants Committee.
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Everett joined Limestone Team of Assante Financial Management Ltd. At the start of 2024, Everett earned his CERTIFIED FINANCIAL PLANNER® designation and can proudly call himself a Financial Planner.
Originally from Gananoque, ON, he attended McMaster University for a Bachelor of Commerce degree. Everett began his career in the Wealth Management industry in 2018, working for JP Morgan Chase, in Alternative Investments in the United Kingdom.
In 2020, he returned home to Canada and completed a graduate program at Fanshawe College in Professional Financial Services to deepen his knowledge and expertise in the Financial Advice industry. Everett has been working with clients to achieve their financial goals.
In his spare time, Everett is an avid golfer, runner, and loves travelling.
Tom started in the financial services industry in 1987 after 10 years in the engineering field. He has wide ranging industry experience as an advisor, branch manager, training and development leader as well as a senior executive of an insurance MGA.
In 2022, Tom retired as a Financial Advisor, and his current role with Limestone Team is that of a Service Associate, which allows him to work from home in a part time supportive role to our team.
In his leisure time, Tom is an avid outdoorsman: spending time paddle boarding, curling, golfing, boating, walking, gardening and skiing occupies much of his personal time. He looks forward to a lot more travel with family and friends.
Graham joined our practice in 2021, initially starting in an insurance-only capacity. Currently, he is a Financial Advisor, working with clients on the investment side of the business while also serving as the Insurance Specialist for the team. Graham attended Fanshawe College, where he studied music production and sound engineering, but has since developed a strong affinity for our business. He is motivated, funny, compassionate, and has a strong drive to help others achieve their financial goals.
In his spare time, Graham enjoys skiing, golfing, and traveling
Laura joined the Wealth Management industry in 2021 after graduating from Western University, with a degree in Political Science. She has since become a licensed representative and is currently working on a pathway of courses with the goal of completing the CFP® designation
Laura worked with Scotia McLeod in downtown Toronto, first as an Assistant Branch Administrator on the branch management team, and then as an Administrative Associate with one of the branch’s largest advisory teams.
These roles have built invaluable experience for Laura and have developed her ability to be extremely detail-oriented, organized, and responsive.
Laura is looking forward to her new role as an Associate Financial Advisor of Assante Financial Management Ltd. and developing relationships with Limestone Team's clients.
In her free time, Laura enjoys skiing, golfing, travelling, and spending time with friends and family.