Our Team

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.

Nick Giovinazzo-Branco

Financial Advisor

Nick is dedicated to providing sound financial guidance to help ensure the financial well-being and financial security of the clients of Mountjoy Financial that are under his care. His passion for financial advice, retirement and insurance planning stems from a lifelong commitment to helping others achieve stability and success.

With a strong work ethic and a deep desire to learn and share knowledge, Nick believes in building lasting relationships based on trust, transparency, and mutual growth while ensuring their concerns are not only heard but addressed with care and expertise.

Drawing from his previous experience at one the big 5 banks, Nick tailors his advice to each clients unique needs. Whether you’re planning for the future or seeking financial clarity, Nick is here to help you navigate your journey with confidence.

Outside of work, Nick has a passion for fitness and enjoys tending to his grandmother’s garden and woodworking with his father.

Jayne Holmes

Team Leader / Licensed Assistant

Since 1995 Jayne has been part of our Team delivering helpful knowledgeable service to our clients. She’s organized and ensures that our backstage delivers the ultimate client experience.

She’s involved in all aspects of Mountjoy Financial working behind the scenes overseeing our Client Service Dept.

Breana Gosse and Tara Wainwright

Licensed Assistants / Client Services

Breana and Tara ensure all our clients receive excellent service and support. Their responsibilities include scheduling appointments, handle trade processing, troubleshoot administration issues and life insurance product servicing.

They both joined Mountjoy Financial in January 2024. Their people skills, positive attitudes and attention to detail are an asset to the Team.