About Us

Mark Mountjoy CFP®, CEA

Certified Financial Planner®, Certified Executor Advisor, President

A seasoned Financial Advisor since 2001, Mark has worked for and serviced a loyal clientele of families, empty nesters, boomers and business owners throughout Wellington and Dufferin counties.

Husband to Agatha and father of three children, Georgia, Murphy and Henry. Enjoys cottaging in the Kawarthas, sailing, fishing, golf and everything that gets him outdoors.

He provides sound guidance when your financial issues feel overwhelming. He is conscientious, with a near obsession for doing things right, and specializes in partnering with individuals and families in retirement income planning, wealth creation, and estate transition planning.

Also, he has expertise with business owners/executives on succession planning protection, group benefits and group investments/pension plans.

Mark believes in honouring your unique interests, worries, background, opportunities and preferences. For everything he commits to, whether large or small, he feels emotionally bound to follow through to its successful completion.

Melanie McWhirter

Financial Advisor

As a proud, single mom of daughter Zoe, Melanie enjoys anything outdoors especially camping and hiking with her dog.

Melanie grew up in Guelph and has lived in Fergus since 2006 and loves everything about our community and is very active volunteering her time with Women in Crisis and active with therapy dog activities.

Melanie works with small business owners, growing families, boomers and empty nesters. She establishes deep relations with each client, treating everyone with respect and integrity. With active listening and communication skills she is able to make financial solutions fit each clients goals with simple plans and solid advice.

She also accurately creates and maintains strategic portfolios for clients and has financial industry background with prior auto financing experience.

Jayne Holmes

Licensed Assistant / Team Leader

Jayne ensures our backstage delivers the ultimate client experience.

Her kind friendly manner shows in scheduling appointments, troubleshooting, and client communications.

She's extremely organized and caring in delegating paperwork detail for completion.

Jayne has been with our Team since 1995.

Lynn Bodz

Licensed Assistant / Client Service

From 1998 Lynn's been part of our team delivering helpful knowledgeable service to clients.

She's highly qualified working behind the scenes on portfolio optimizing, and has a focus on life insurance product servicing.

Lynn has prior life insurance and group benefits experience.