Our Team
Listowel Branch
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Ronald Willis CLU CFSB - Branch Manager This e-mail address is being protected from spambots. You need JavaScript enabled to view it Ron Willis started in the Financial Services industry in 1975 with Dominion Life (now Manulife) as a Life Insurance Agent. In 1986 he became licensed to sell mutual funds and opened his own branch office. Ron has achieved his CLU (Chartered Life Underwriter -1983) and CFSB (Chartered Financial Services Broker - 1994) designations and successfully completed the Canadian Securities Course. He was a member of the Regal Capital Planners "Top Performers" group from 1990 to 2000, and in 1998 was voted the Top Financial Planner of the year by his peers at Regal. From 2000 to 2004 he was part of the "Sales Advisory Council" at Cartier Partners. In 2004, Ron decided to change dealers and join PEAK Investment Services Inc., at the same time opening under his own trade name, Oak Tree Financial Services. Currently Ron is a member of the President’s Advisory Council at Peak and serves as a member of the Regional Council (Central Canada), for the Mutual Fund Dealers Association (MFDA). |
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Mary Ellen Wooddisse EPC - Financial Consultant This e-mail address is being protected from spambots. You need JavaScript enabled to view it Mary Ellen started as a financial advisor in 1987 with her Mutual Fund, Life & Disability Insurance and the Branch Manager’s Licences. Mary Ellen has been a valued member of our team since 1991. The EPC designation or Elder Planning Counselor, is a professional development standard for elder education. As part of the Financial Consultant team she works with our clients, assisting them in meeting their financial and retirement goals. Mary Ellen also heads up the Marketing Team.
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Trent Stanley PFP CFP - Financial Planner This e-mail address is being protected from spambots. You need JavaScript enabled to view it Trent has been a part of our office since 1994. He has his Certified Financial Planner (CFP), Personal Financial Planning (PFP) designations and has completed the Branch Manager’s Licensing Course. Trent is both Mutual Fund and Life Insurance licensed and has successfully completed the Canadian Securities Course. As part of our Client Service/Financial Consultant team, he meets regularly with many of our clients and leads our Estate, Tax and Technical Support departments. |
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Cheryl Mann EPC - Financial Consultant This e-mail address is being protected from spambots. You need JavaScript enabled to view it Cheryl has been with our office since 1993. Cheryl is licensed for mutual funds, life insurance and has completed the Elder Planning Counselor Designation. Cheryl also oversees office administration.
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Nathan Bramhill - Financial Consultant This e-mail address is being protected from spambots. You need JavaScript enabled to view it Nathan joined our team in October of 2009 and is the newest member of our sales staff. Nathan is licensed for mutual fund sales and as part of our client service/sales team he meets with many of our clients. |
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Richelle Smith - Client Service Representative/Accounting Clerk This e-mail address is being protected from spambots. You need JavaScript enabled to view it Richelle joined our team in the fall of 2004. She currently assists the sales team as well as managing the accounting department. Richelle graduated from Conestoga College with honours in General Business, as well as completing her Financial Services Underwriting Course. In 2005, Richelle completed the Canadian Deposit Self Study Course and earned her Registered Deosit Agent (RDA) designation. |
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Donna Willis - Client Service Representative This e-mail address is being protected from spambots. You need JavaScript enabled to view it Donna has been a part of our office since 1986. Donna has enjoyed being involved in many areas of the business, and is currently assisting in the area of marketing and administration. |
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Chantelle Vader - Client Service Representative This e-mail address is being protected from spambots. You need JavaScript enabled to view it Chantelle joined our team in the fall of 2001 and currently works in the reception area where she enjoys greeting and meeting clients. Chantelle graduated with honors from the Law & Security Program at Georgian College. She is involved in the administration of the estate department and is an assistant to the sales team. Chantelle successfully completed the Canadian Deposit Self Study Course in 2004 and earned her Registered Deposit Agent (RDA) designation. |
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Debbie Claypole - Client Service Representative This e-mail address is being protected from spambots. You need JavaScript enabled to view it Debbie joined our team in the fall of 2004 and currently looks after the reception area, where she enjoys greeting and meeting clients. Debbie has spent many years in the financial services/accounting industry. In 2006, Debbie earned her Registered Deposit Agent (RDA) designation. She is responsible for the administration of the GIC department and is an assistant to the sales team. |
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Chris Dietz, CLU ChFC RHU CFP This e-mail address is being protected from spambots. You need JavaScript enabled to view it Chris started in the Financial Services industry in 1990 with Lutheran Life (now Faith Life) as a Life Insurance Agent. In 1993 he became licensed to sell mutual funds and began a relationship with Regal Capital Planners in Listowel Ontario. Chris has achieved his CLU (Chartered Life Underwriter -1997) ChFC (Chartered Financial Consultant - 2001) RHU (Registered Health Underwriter - 1999) and CFP (Certified Financial Planner - 2003 ) designations and has successfully completed the Canadian Securities Course. In 2004 the Listowel Branch decided to change dealers and joined PEAK Investment Services out of Montreal. Chris runs his business out of the Listowel office location and specializes in wealth creation and estate taxation issues. |
Brussels Sub Branch: Sholdice Financial - www.sholdicefinancial.com
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Susan Alexander, CFP CLU CHS EPC This e-mail address is being protected from spambots. You need JavaScript enabled to view it
I started my career in the financial services industry in 1997. A graduate of Conestoga College, I have gone forward to obtain the above industry designations, specializing in the fields of financial planning, insurance and risk management and elder education. My philosophy I provide independent financial advice to ensure that clients are receiving unbiased advice. Honesty is the best policy and my integrity is of the best part of my practice. I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. About Me I live with my husband, three children and our dog on the family farm in Ethel, Ontario. My biggest passion is my family. In the summer months enjoy coaching and playing baseball. In the winter months, my spare time is spent at the local arena watching and cheering on the children. I serve our local school, heading up the Environmental Learning Grounds Committee, as well as being an active member of our Parent Advisory Counsel. For the last 9 years, l have been the pianist at our church. |
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Doug Sholdice, C.A.I.B., A.I.I.C This e-mail address is being protected from spambots. You need JavaScript enabled to view it I provide independent advice to ensure that every financial solution l prepare for a client is based on unbiased research. I value a client’s trust above everything else and once a client makes a decision to work with me, l continually work hard to deserve their trust. I develop relationships with my clients that l clearly understand their concerns and requirements when it comes to protecting property and wealth. |
Mitchell Sub Branch: Oak Tree Financial - PEAK Investments
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Richard Jones This e-mail address is being protected from spambots. You need JavaScript enabled to view it 516 348-9036 149 Ontario Road Richard Jones has been working in the Financial Service industry in Mitchell since 1988. He opened his office as Regal Capital Planners then transitioned through mergers and acquisitions to Cartier Partners and is now part of PEAK Investments. He prides himself as being truly independent and is able to offer mutual funds and guaranteed investment certificates from over 100 different companies. The challenge is to assess the client's needs and goals and then implement the plan to achieve success. It is never a straight forward path but needs to be continually assessed, tweaked and monitored for the changes on life's highway. |
