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I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.

Around here, we focus on behaviours and feelings — learning how to interpret, work and thrive with them.

It took 20 years in the brokerage industry, a masters in counselling and psychology and even a fromager certificate (yes, I love and studied the art of cheese, but don’t ask me to make it!) plus a pandemic to really put my finger on the issue that plagues finance professionals. Your pressures aren’t limited to the market, client goals and brokerage needs. Let’s be honest — life happens. The risks you’re trying to mitigate involve so much more than what your typical CE course addresses. And I’m the kind of person who isn’t afraid of having these weird and difficult conversations (no judgement here!). Which is why, as an educator and mental health professional, I built an entire practice around helping you get through all this funky business.

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I am a professional financial advisor focused on full cycle financial planning from the cradle to the grave, make sure every client has suitable plan for each period, your choice makes your life more easier, trust me to bring you a bright future. 

With over 20+ years of experience in government and executive administration, Lisa started her own business in 2014. For the past 11 years, Ross Street Agency Inc. has assisted small businesses, non-profits and individuals with various executive administration, HR, communications and government relations issues.  After receiving her CEA in 2024, Lisa started an end of life and estate planning business called "A Matter of Life and Death" (www.amatteroflifeanddeath.ca). Lisa earned an MPA in Public Administration from Western University and an undergraduate BA in Geography and Political Science also from Western. Lisa is able to assist anyone in the Southwestern Ontario area in person, or virtually. 

Holly is an Masters prepared Registered Nurse and MBA Graduate from the Haskayne School of Business in Calgary, AB. She has over 20 years of experience in the healthcare field, and is currently a Professor of Nursing in the areas of Seniors and Community Health. 

Holly works with marginalized and vulnerable populations as a Designated Capacity Assessor for the Alberta Office of the Public Guardian and Trustee. Holly is knowledgeable, approachable, efficient and responsive, with the ability to travel across the province and country as required. She is a strong advocate, working diligently and ethically to ensure a thorough, dignified and expeditious experience for clients and families. 

Craig became a valuable member of the JFG team in 2023, bringing with him a rich background in wealth management gained during his tenure with two prominent Canadian asset management firms.

Graduating from Wilfrid Laurier University in June 2016 with a Bachelor of Arts degree, he majored in Psychology (Honours). He is currently pursuing his Master of Business Administration at McMaster University on a part-time basis. He strongly believes in professional development and is an advocate for continuing education. He is a Chartered Investment Manager (CIM) and is currently working towards his Certified Financial Planner (CFP) designation.

Vincent Johnston is a dedicated Realtor with Century 21 Valley Realty who brings years of experience helping clients successfully buy and sell all types of properties. Known for his straightforward advice, strong negotiation skills, and strong knowledge of the local market, Vince takes pride in guiding clients through every step of the real estate process.

Vince also holds the CICEA (Canadian Certified Executor Advisor) designation, giving him specialized expertise in assisting executors, estates, and Power of Attorney situations, and helping families navigate complex property decisions with professionalism and care.

This is all on my website...