JODI DARK

Financial Advisor

Jodi has been a Financial Advisor for the past 25 years and holds the CERTIFIED FINANCIAL PLANNER® certification as well as the licenses to provide Mutual Funds, GICs, Segregated Funds, and Life Insurance Products. In addition to her credentials, she brings a wealth of life experience to her practice and shows herself to be a genius at building long-standing client relationships. She brings her love of people to her work, and her ability to integrate financial concerns with success is a testament to her expertise in helping others. Her kind and emphatic nature allows her to listen to client issues, and provide solutions to the most complex of financial concerns. Jodi is very active in the Sarnia community, having been invited to speak at various conferences, as well as organizing charitable events.

Jodi has traveled to many parts of the world, including Europe and the US where her husband, Mike, played professional hockey for the St. Louis Blues. They returned to Sarnia in 1990, where they built a home to raise their two daughters.

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MICHELLE CURRIE

Executive Assistant

Michelle is the heart of the office.  She is the go-to person for all your client care and problem solving, all things administration, and consistently keeps everyone on task and organized.  She is a farm girl at heart - loyal, trustworthy and hard-working. She is married with two children, and her active family life is very important to her. Michelle has a background in accounting, having graduated from Lambton College in 2000, and has worked in the financial industry for over 18 years.

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BONNIE MCPHAIL

Client Care Specialist

Bonnie has been with us for 5 years and is an excellent addition to our team. She assists Michelle with all aspects of client care, booking appointments as well as many administrative tasks within the office. Like Michelle, Bonnie also grew up on a farm and brings a sense of hard work and a strong ethic. Her personality is infectious, and her efficiency around the office helps our clients get what they need in record time.

In her leisure time, Bonnie enjoys learning new things and maintaining an active lifestyle. She loves family, especially spending time with her two grown children.