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Author, Speaker as well as Fellow of the Canadian Securities Institute (FCSI), Guy Daigneault has been an entrepreneur for over 30 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager (CIM) for more than 20 years now. Our team uses a personal approach and has developed «The Prosperity Blueprint» for client to achieve their life goals.

Scot Dalton is a 30 year veteran of the property casualty insurance industry. With senior executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing relevant financial solutions for emerging personal and corporate risks, but where insurance has never been contemplated.These new products are marketed using non-traditional distribution models; logical channel partners, quiet integration with their core business processes, and implemented using technologies that compress the distribution effort and expense.ERAssure® is a fine example of a relevant response to significant emerging risk in the pending inter-generational transfer of wealth as baby boomers age. 

Professional qualifications and memberships

• Chartered Insurance Professional, Insurance Institute of Canada
• Diploma, Insurance Administration, Mohawk College, Hamilton, ON (1978) (Dean’s List)
• Canadian Chartered Insurance Broker (CCIB)

Community Involvement

• Member, Finance Committee, Grand River Hospital Foundation, Kitchener, ON

Presentations and publications 

Scot is a frequent speaker to members of the Canadian Bar Association across Canada. He has prepared papers and presented to members of the Law Society of Upper Canada and Law Libraries across Ontario, as well as chapters of the Estates Planning Council and Canadian Association of Farm Advisors.

His presentation material is focused on risk areas for executors and estate trustees during estate administration and the related risk environment for professional advisors to estate administrators.

When working with a financial advisor, a strong personal relationship is key. At stake is your life savings, your personal goals and your future. You'll need to feel comfortable sharing your hopes and dreams for your family. You'll want someone who takes the time to get to know you and what you value – these topics are too important to rush. Since 2010, I've built those kinds of relationships with clients I serve.

I get excited every day to helping individuals, families and business owners in our community achieve their financial goals. Understanding what's important, using our established process and partnering together for the long term to ensure our clients stay on track all while building meaningful relationships is what has made our branch first of mind to our valued clients. While working with our clients, I believe that educating and explaining financial concepts while using today's technology is as important as the recommendations that we make.

Our branch team includes Sr. Branch Office Administrator Nancy Van Galen who has been with Edward Jones since 2004, On Call Branch Office Administrator Liz Rotherham and myself. We strive to exceed your expectations and to partner with you and your family over time. I believe that personalized service is essential when matching clients with the right financial security products and services.

Prior to starting at Edward Jones in 2010, I was a business owner of multiple Carman's Foto Source locations and part of the company for over 15 years. I live just outside of Simcoe and have been a part of the community for over 20 years. Outside of finance, I enjoy keeping active golfing, spending time with family and model railroading.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today at 519-426-3329 or email at daryl.dankwardt@edwardjones.com

Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in 2022. 

Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.

Gus began his career with Freedom 55 in 2003.  Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations.  He is a member of Advocis and the Million Dollar Round Table.  Gus helps families and business owners with their cash/flow, retirement, insurance, and estate planning needs by ensuring his clients' understand their own unique situations. 

My name is Thomas Deal and I am accounting professional, Quickbooks Pro Advisor and business consultant. I have operated a accounting business for several years with bookkeeping, taxes, business consultant my primary services. 

I am looking for ways to add value to my existing client base as well as a tool for attracting new business. This option seems to an affordable option with topics very relevant to many of my clients.

My business is unique as I facilitate and encourage business owners to adopt every increasing technological changes in the accounting industry which allows them to save time and money in a real way.