After spending 12 years in health care as a Registered Respiratory Therapist Derek joined the Financial Services industry in 2010 as a Financial Advisor and Investment Representative. Derek founded D. Barnard Financial Group Ltd and worked along side his father Don from 2015 until Don retired in 2019. Derek's strategy is to help his professional, business owner, and individual clients strike a balance between living well today while planning for the future. Derek takes pride in striving for the highest standards of ethics and conduct. Derek lives in Tillsonburg with his wife and his teenage daughters. He enjoys many outdoor activities like golfing and family time out on the water.
Derek@loftwmg.ca
John joined London Life in 1990 as a sales representative following his graduation from Lakehead University with a degree in business. He also spent six years in management with London Life prior to beginning his own financial planning practice. John has earned his chartered life underwriter (CLU), chartered financial consultant (CH.F.C), and Certified Financial Planner (CFP) designations. He is a member in good standing with Advocis (The Financial Advisors Association of Canada), The Investment Funds Institute of Canada (IFIC), as well as a life and qualifying member of the Million Dollar Round Table (MDRT). Over the past three decades John’s financial planning practice has been based on honesty and respect for clients as well as a genuine interest in helping them identify and achieve their financial, business, and personal goals.
John@loftwmg.ca
After Jody graduated from Wilfrid Laurier University’s Business program in 1995, Jody joined Great West Life as an Employee Benefits Specialist. She worked corporately for 13 years with Great West Life in various management positions. In 2008, Jody left corporate life, to run her own practice as a Financial Advisor. Jody works with clients pertaining to their investments & insurance needs, as well as their overall financial plan. She also works with corporate clients on their employee benefits and group retirement plans. Jody lives in Kitchener with her husband John. Together, they are raising a very busy teenage son who plays AAA Hockey. She also has two grown stepsons who live in Michigan and Ohio with their wives. Jody is very active in her community and enjoys hiking and golf.
Jody@loftwmg.ca
Kim's eye for detail and focus on client service started over 20 years ago when she began her career as an interior designer and later as merchandising manager and accounts payable specialist. In 2019, Kim joined the world of financial services as an assistant at Cote Wealth Management, helping manage the day-to-day communications and providing client service and customer care. While born and raised in Toronto, Kim now lives in Kitchener with her husband Mike and their busy blended family of four. When they aren't at Kim's son's elite baseball and football games, they enjoy boating and seadooing at their family cottage in the Kawarthas.
Jamie joined Freedom 55 Financial as a Financial Advisor back in 2009. A few years later, he was appointed as a Director of Business Development with Freedom 55 Financial where he enjoyed his time coaching and developing a team of highly motivated advisors. While working with his team, he also took on the role of managing his own client base. In 2019, Jamie decided to return to the advisor role fulltime to continue his passion and focus working solely with clients. Jamie works with his clients to understand and fulfill their unique needs, assisting them in strategic investment planning in both family and business-owner environments. He resides in Waterloo where he is active in his community. Jamie enjoys spending time outdoors as an avid golfer and fisher.
James@loftwmg.ca
Rob has been actively engaged in the financial services industry since 1998. He spent 2 years with London Life before being recruited to the Bank of Montreal as an Investment Funds Specialist. There, he obtained his Certified Financial Planner designation by completing the Canadian Securities Course and the Professional Financial Planning Course. In 2005 Rob returned under the Canada Life umbrella where he continued his education and obtained his Elder Planning Counselor designation. He lives with his wife Jennifer and their 2 teenage boys Bobby and Jack in North Waterloo. Rob enjoys outdoor activities including golf and ice fishing.
Rob@loftwmg.ca
Garry is a Financial Advisor and Investment Representative who helps individuals and businesses plan for their financial future. Before joining Loft Wealth Management Group, Garry spent 6 years as a Financial Security Advisor with Freedom 55 Financial, a division of Canada Life and most recently with Pixel Financial Group. Previously, Garry held leadership roles in the automotive industry. Garry is an avid hockey dad, so if he is ever away from the rink or the office, he enjoys snowmobiling, playing ball hockey, and spending time with his wife and 2 boys at their home in Plattsville, Ontario.
Garry@loftwmg.ca
Melissa is a CERTIFIED FINANCIAL PLANNER® professional and an Investment Representative who helps individuals and businesses plan for their financial future. Before joining Loft Wealth Management Group, Melissa spent 24 years in the financial services industry, holding various management and advisory roles in both Group and Individual Benefits capacities, with her financial services practice incorporating in 2013 as Sardonyx Financial Inc. She has also earned both her Honours Bachelor of Arts and Masters of Business Administration (MBA) degrees and a CERTIFIED FINANCIAL PLANNER® designation. Born and raised in Waterloo Region (Kitchener), Melissa and her husband have called Plattsville, Ontario in Oxford County home for the last 24 years. When not at the rink or theatre with her two teenage sons, she enjoys playing golf in her local women’s league and planning for her next beach vacation with her husband.
Melissa@loftwmg.ca
Michelle has a longstanding background of care focused client service. She began supporting advisors and clients within the insurance and investment industry specifically in 2010, taking a leave in 2016 to pursue personal aspirations. In 2020 Michelle returned to financial services, joining Grand Valley Financial as Client Care Coordinator. Michelle lives with her husband Mike in Kitchener, gratefully enjoying every moment of family life as it evolves through their 3 grown children
Michelle@loftwmg.ca
Rick has been active in the financial services industry for over 40 years. He began his career with London Life in 1981 and through the years he has enjoyed different roles and responsibilities. In 2018 he returned to personal production and joined Grand Valley Financial Team as an Associate Advisor. Rick continues to adapt and learn more in this new working environment. He makes time for Family and Friends and enjoys outdoor activities
RRMac@loftwmg.ca
Donna joined the financial administration team in 2004 following many successful entrepreneurial ventures. She spent a few years as a financial security advisor prior to opening two businesses which she later sold. Her integrity is beyond reproach, and she is committed to working with clients to help people achieve their financial, business and personal goals.
Donna@loftwmg.ca
Zoe has been involved in the financial services industry since 2012. She lives with her partner Donny and have a combined family of two young men and two lovely ladies. She joined London Life in the fall of 2012 from Imagewear a Division of Marks where she was a Corporate Sales Manager for 16 years. In 2018 she transitioned to a dual role with Grand Valley Financial as an Advisor / Admin Associate. Zoe has a Bachelor of Arts from University of Waterloo. Zoe enjoys fundraising, hiking, fishing and socials with family and friends.
Zoe@loftwmg.ca
After graduating with an Honours Bachelor of Business Administration from Wilfrid Laurier University, Marie further developed her business skills in the field of Human Resources. In 2007, while raising her three boys, she put her degree to use again by joining Canada Life and obtaining her Life Insurance and Mutual Fund licenses. Marie enjoys being a part of her client’s financial journey and takes pride in seeing generations of families benefit from the relationships she has established over the last fifteen years with Canada Life.
Marie@loftwmg.ca
Andrea has been involved in the financial industry since 2018 working with many financial advisors over her years of experience in the industry. She provides them with a high-quality support service that ensures top notch client care for their client portfolios. Originally trained as a paralegal with a degree obtained at Mohawk College in 2016.
Andrea@loftwmg.ca