Stephanie began her career in the financial services industry in 1993, after attending both Queen’s University and Ottawa U. As a small business owner, she has seen many changes in the financial service landscape over the years. Stephanie believes that a relationship of mutual trust and commitment, from all parties involved in the planning process, is the essential ingredient to long-term success for her clients.
Her ongoing commitment to keeping up-to-date is evidenced by various conferences and seminars, which she regularly attends throughout North America. Stephanie is a committee member with the Southern Ontario Fund for Investment in Innovation (SOFII) loan program supports high-growth, innovative small and medium-sized Enterprises (SMEs) in rural and urban communities by offering loans of $150,000 to $500,000 to support all aspects of growth challenges facing them.
Over the years, Stephanie has been a local Past-President of Advocis, a national association for financial advisors, and a past member of both advisory and branch principal councils with her dealers, representing advisors at the national level. She is also a past Chair or committee member of various organizations in Kingston: church board, Cantabile Choirs of Kingston’s, City of Kingston’s Heritage and Culture Committee, and the Kingston Symphony.
You will often hear Stephanie say that she works to travel, so we all know what she loves to do in her spare time!!
Everett joined Limestone Financial in 2021 as a financial advisor. He is from Gananoque, ON, and 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, as an Alternative Investments Analyst 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 runner, golfer 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 on our team.
In his leisure time, Tom is an avid outdoorsman: spending time paddle boarding, fishing, boating, golfing, walking, gardening and skiing occupies much of his personal time. He looks forward to a lot more travel and time spent with his daughters and grand-daughters.
Over the years of constant change, one thing our clients have been able to depend on is June’s friendly, familiar personality or voice on he other end of the phone, in our Brockville office. She started her career in this industry in 1993 and has seen inumerable changes. Amidst the many changes in technology, management, head offices, and paperwork protocol, June assists the advisory team and keeps them looking good to our mutual clients. She prides herself on remembering faces and names, and feels that many clients are now like personal friends.
Now that her children have given her four perfect grandchildren, her number one hobby is being a grandmother. She also likes to garden, dance, listen to music, read, play cards, and hang out with her close friends. June attributes a lot of the happiness and peace in her life to her faith, family and close friends. She believe that, when you have those three things, life is pretty good!
Rajpreet “Preet for short” is from Italy and emigrated to Canada in the fall of 2019. He attended UNIMORE University in Italy, where he completed a course in Marketing and Business Organization. After completing his course, he attended St. Lawrence College in Kingston ON, where he completed his diploma in Advertising and Marketing Communications.
After his student internship, where Preet got to experience working with a financial services company, he was offered a role as a Marketing and Digital Communications Specialist. Now, he enjoys his time experimenting and developing social media and websites for a group of Assante Advisors including the Limestone Team.
During his free time, Preet is an avid music listener, gamer, and soccer enthusiast.
Graham joined our practice in 2021 to assist us in a part time capacity with the administration side of our life insurance business. He attended Fanshawe College, studying Music, but has shown an affinity in our business. He is motivated, funny, compassionate, and outgoing.
Graham is a Licensed Insurance Advisor and the lead on all things insurance related with the Limestone Team.
In his spare time, Graham enjoys skiing, golfing, gaming and travelling.
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.