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John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT.  After that, he finished his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia.  Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year with the company in 2016.  Since then, John has shifted his focus to working in the Corporate Insurance market where he specializes in helping small to medium size business owners find tax-efficient retirement and estate planning solutions.  John has a history of collaborative work with many different partners, including accountants, lawyers, and other high-level planners.

John has also quickly qualified as a member of Million Dollar Round Table (MDRT), a distinctive award given to top producing advisors in the Life Insurance industry.  He recently acquired his Elder Planning Counsellor designation through the Canadian Institute of Elder Planning Studies which has provided invaluable advice to help him assist his ageing clients.  John is also set to write his Certified Financial Planner’s designation exams in 2018.  In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson.  John is a lifelong learner and is continually striving to hone his craft daily with continuing education courses.

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 40 years of helping small businesses and individuals plan for their financial future.

Lisa has been a
financial coach and planner for over 20 years and is passionate about helping
families & small businesses create financial clarity and fund their dreams. 

She is the owner of Ellements Financial Group, helping clients of all ages with holistic full financial planning services, from investments to insurance.

Lisa
is also the author of Strut: How to Kick Financial ASSets in Sexy Shoes for
Women, Speaker, Blogger and lives with her family in Cochrane, Alberta.

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

With over 20 years of dedicated experience in financial services, Ann brings a demonstrated commitment to expertise and ethical client care.  She is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Certified Health Specialist (CHS), showcasing her well-rounded expertise in financial planning, risk management and estate advisory services.

Dedicated to ongoing growth and excellence, with the expertise to support clients through their financial path.

I strive to serve as my clients' chief financial advisor. 

I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance.  I obtained my Bachelor of Commerce degree from the University of British Columbia.  I have been an independent financial planner since 1994 and earned my CERTIFIED FINANCIAL PLANNER designation in 1999.

I have had some articles published and been quoted in personal finance articles for the Globe and Mail and Yahoo Finance among others.

Investment advisor with over 30 years of experience. CPCA and just recently added the end of life dhuoula designation. Very focused on taking care of seniors.

We do money differently.

I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help keep them on track.

With over 24 years serving the Parry Sound area we are best suited to assist those transitioning to or already in retirement.

Glen MacGregor, DFSA, FMA, FCSI

Financial Advisor 

Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc.  In order to better serve his clients he has obtained his Elder Planning Counsellor and Certified Executor Advisor designations.

It is Steve’s priority to be your financial coach, build wealth and provide security during all stages of your life.  Everyone’s economic and life situation is unique and providing personalized attention to detail is essential. 

As an independent financial advisor, Steve is dedicated to providing high quality advice and integrated wealth creation solutions that simplify and enhance the quality of your life.  He is committed to your best interests and assures a level of professionalism and integrity that will put your needs first.  

Steve has a business administration background and is also a long time member of ADVOCIS - the Canadian Association for Professional Financial Advisors. He is dedicated to ensuring that every client receives the personal attention and consideration required to meet their financial goals and objectives.  He considers every client a long term personal commitment.

Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.  

Barbara is passionate about working with families and family business owners.  She belongs to a network of like-minded professionals from various disciplines that are available to her clients. This provides the opportunity to provide comprehensive and customized financial solutions to address debt, insurance, investment, tax and estate goals more holistically.

The dynamics of family business are quite familiar to her, as the daughter of long time entrepreneurs in the West Kootenay Region.  She has been married for 22 years and is raising two children, ages 8 & 10.

She holds a Bachelor of Commerce in Entrepreneurial Management from Royal Roads University and currently studies Grade 3 Piano with the Canadian Conservatory of Music, among many other life long learning pursuits of interest that support her family and work.