I offer education and practical advice for the pensive. I draw contracts and finalize details for the planners. Consultations are informative and free of charge.
I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.
After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.
I deliver expert, client focused financial advice in a timely, effective and caring manner.
My designations include CFP, Certified Financial Planner, FMA, Financial Management Advisor and FCSI, Fellowship of the Canadian Securities Institute.
With the CEA, Certified Executor Advisor designation I am be able to continue helping many families through financial situations and decisions making.
Graduate of University of Windsor School of Law
* member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law Schoold
*LL.M (ADR) Osgoode law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes
* Graduate of Osgoode Law School Certificate in Elder La
* Extensive experience in Wills, Estates, Powers of Attorney
* Family and Elder Law Mediation
Melody has worked in financial services industry for almost 20 years with her husband Rick Fischer.
She believes in educating herself to better assist people with the critical life, death, and taxes questions. She has obtained the following designations during her career: certified financial planner, chartered life underwriter, certified health specialist, certified senior advisor, and certified executor advisor.
Melody has a great sense of humour that delivers a straight forward no-nonsense approach to helping her clients in making smarter decisions for themselves and their loved ones.
Protecting yourself Is your responsibility! Find and work with the person who can help you build the defensive wrapper around “your world and your assets” through good planning. Call Melody for an interview.
Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing her university education, Shannen lived and worked in South Korea from 2003 to 2005. During that time, she travelled and worked in various countries and cities, and has many interesting stories to share.
She started her career in financial services in 2007 with Sunlife Financial where she was the Long-Term Care Insurance Specialist. From there, she moved to CIBC Imperial Service where she worked as a Financial Advisor for high net-worth clients serving the Prince Albert and La Ronge branches. In 2010, she moved to Thierman Financial, where she handles insurance, investments and lending products with a focus on educating and advising clients to help them meet their goals.
She received her Certified Financial Planner (CFP) designation 2013 and is a member of Advocis, the Financial Advisors Association of Canada. Shannen is a board member of the Canadian Cancer Society, Prince Albert division, and a board member with Habitat for Humanity. She is also president of Prairie Women's Networkers. She has served on Chamber of Commerce committees and volunteered with Meals on Wheels and Junior Achievement. She currently volunteers with the Canadian Cancer Society, and the Prince Albert Raiders hockey team, teaches the Homeowner's Education Program for Habitat for Humanity and assists with the family selection process.
In her spare time, Shannen enjoys spending time with friends and family, traveling, reading, writing, yoga, music and running.
Letitia began her career in the financial industry working as a part-time student in 1998. Over the years she has filled many roles in the industry, and has obtained an MBA at McMaster University. She loves engaging students while teaching select business courses at a local university and has extended the love of teaching to her clients, educating them and encouraging them to build their dreams.