INVESTIA FINANCIAL SERVICES - Key Persons

Job Titles:

• Co - Branch Manager, Licensed Assistant

After nearly 25 years in the financial services industry, Andrea holds the honour of being the longest-standing member of our team. Her career began in 1995 calling for daily fund prices and bookkeeping by hand in a manual ledger. She quickly advanced and has at one point or another been responsible for all of the various administrative and support roles in the office. She has also earned her IFIC Mutual Funds license and IFIC Branch Managers designation. Today, her proficiency and passion for a client-first philosophy has positioned her well as the primary operations manager and industry compliance oversight designate for our firm. Andrea loves getting to know our clients and making them feel comfortable, engaged and understood. She brings versatility, resourcefulness and a tenacious approach with her to work every day. Outside the office, Andrea can often be found adventuring with her canine companions, Meka and Mini, or in search of the ever-elusive best butter tart or the most amazing cheese (and yes, there are festivals for this).

Job Titles:

• Founding Partner of Martin Christopher Investments
• Partner, Branch Manager, Financial & Insurance Advisor

Brent is a founding partner of Martin Christopher Investments. His vibrant enthusiasm and reputation for excellence bring out the best in our team and sets the tone for everything we do. With an emphasis on client-driven advice, Brent develops long-lasting relationships with clients and colleagues alike and believes this forms the foundation for our comprehensive approach to wealth management. Brent provides guidance and advice to individuals, families, small businesses and charitable organizations on a full spectrum of financial dynamics, including goal setting, cash flow analysis, tax planning, education funding, retirement planning, financing, insurance analysis, estate planning and investing. Born in Calgary, Alberta, and raised in Waterloo Region, Brent graduated with a BA from McMaster University in 1995. He lives in Cambridge with his wife, Melissa; children, Anderson, Preston, and Taylor; and pups Dexter and Anna. In addition to the joys and busy schedule that come with a young family, Brent also loves to be active outdoors, landscaping and taking on weekend warrior projects, then kicking back with a pint of his favourite dark stout to enjoy the fruits of his labour.

Job Titles:

• Founding Partner of Martin Christopher Investment Services Inc
• Partner, Financial & Insurance Advisor, Insurance Specialist

Doug is a founding partner of Martin Christopher Investment Services Inc. Doug began his career in 1991 with a major Canadian Insurance company, growing his practice so that he could branch out on his own as an independent advisor in 2001. He employs a holistic approach, focusing on his clients' full-life picture first, then custom tailoring financial solutions to maximize results.

Job Titles:

• Financial & Insurance Advisor

John joined Martin Christopher Investments in the spring of 2015. For the first 25 years of his professional career, he focused on management and operations within the manufacturing sector. In 2009 he began a second career in finance, quickly earning his investment, securities and insurance licensing, demonstrating a natural affinity and love for the industry. John's focus on educating, explaining concepts and taking the time to ensure his clients understand their financial situation and future strategy allows them to relax and know they are in good hands. In his downtime, John volunteers with the MS Society and Independent Living Centre, hits the golf course or spends time with his wife, Cindy. As a grandpa of three, he will be the first to tell you that time spent with the littles ones keeps him young and his heart full.

Martin Christopher Investments (MCI) is an independent financial advisory firm serving primarily Waterloo Region and the surrounding areas of Southwestern Ontario. We provide personalized financial and estate planning solutions to individuals, families and small businesses in an atmosphere of trust, transparency and collaboration.

Job Titles:

• Certified Financial Planner

Mason joined Martin Christopher Investments in the summer of 2020. He is excited to be taking this next step in his career as an independent advisor, setting down roots with an established and collaborative team of financial and tax professionals. His reputation for an honest, diligent and personal approach produces results as well as peace of mind to the families and small business that he advises. After graduating from Wilfrid Laurier University with a BA in Economics and Financial Management, Mason went on to earn his securities and insurance licensing as well as his CFP designation. Demonstrating an early talent and love for helping people make smart financial decisions, he became known to friends and peers as a ‘go-to' for their financial questions. In 2017 he began his career helping clients achieve their goals through comprehensive and strategic financial planning with a major Canadian financial firm. Living in his hometown of Waterloo, Mason is an active member in his community teaching financial freedom through presentations and videos as well as publishing several self-help books geared towards setting and achieve goals and living your best life. In his down time he loves to volunteer as a member of the tri-cities hockey community, lacing up his own skates as a goaltender and sharing quality time at his family cottage on beautiful Conestoga Lake.

Job Titles:

• Assistant Branch Manager, Licensed Assistant

In 1988 Wendy began her career in finance as a teller with a local bank branch. After many years she left banking for the independent financial community, finally joining Martin Christopher Investments in 2003. She is the administrative backbone and support system for our advisors and their investment activities. She has earned industry credentials, including the IFIC Operations course, IFIC Mutual Funds license and IFIC Branch Managers designation. Wendy is known to colleagues and clients alike as an experienced, precise and efficient team player who is eager to help in any way she can. The reason she loves coming to work every day is because she feels she's part of the family, not just an employee. When the workday is done Wendy can be found enjoying an active lifestyle with her pup, Toby, volunteering with her church outreach programs or achieving zen through a love of yoga.