Meet Our Team
Our experienced team offers professional service and solutions.
Click their names to find out more about each of them:
Jack McAuley, BA, CFP, CLU, CH.F.C.
Jack's knowledge of the financial services industry spans more than 28 years. He is an occasional speaker and educational moderator for the CFP course. Jack offers in-depth experience in the areas of retirement income planning and wealth accumulation. Jack holds several academic titles including a Bachelor of Arts, Carleton University, Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner. He is also the past President of Advocis, as well as a past President of the Chartered Financial Consultants Association.
- Email Jack
- 613.591.3900 x.223
Angela Houle, B.Acc, CFP, RHU
Angela holds her Bachelor of Accounting (Honours) from Brock University and passed the Proficiency Exam for the Certified Management Accountant Society in 1994. Her experience includes a management role at a major financial services corporation. Angela possesses retirement planning expertise and strong analytical skills.
She is a member of Advocis and holds both the Certified Financial Planner and a Registered Health Underwriter designations. These designations allow her to bring tremendous experience in areas of retirement planning, wealth accumulation and retirement income as well as income replacement and risk management solutions for individuals, business owners and professionals.
- Email Angela
- 613.591.3900 x.222
Kim Ridpath, ACS, AIAA, FLMI
Kim has worked in the financial services industry for the past 26 years of which 18 were spent in management with a leading financial services corporation. Kim is a Business Administration graduate of Sir Sandford Fleming College and she has earned her ACS, AIAA and FLMI which are highly regarded professional designations. Kim is currently en route to obtaining her Certified Financial Planner (CFP) designation and is devoted to bringing enhanced knowledge to assist clients in all facets of their financial security and planning needs. Kim lives our philosophy and is passionate about providing superior client service. Kim is a member of the Ottawa Rotary Club and is Past President of the Ottawa Rotary Home Foundation. She demonstrates a strong belief in giving back to her community.
- Email Kim
- 613.591.3900 x.225
Mutual funds provided through FundEX Investments Inc. We are licensed for life insurance and segregated funds for Ontario.
CFP Flame logo™, Certified Financial Planner™ and CFP™ are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
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