Josh’s own career in the financial services industry began with a meeting with a financial advisor. At the time he was a student with debt and he credits this experience with changing his life and initiating his passion to educate and assist individuals and families to achieve their short term and long term goals.
The most rewarding part of his career is educating clients to improve their financial literacy and helping them realize their ambitions.
Josh would love to have the opportunity to meet with you and share some of the successful strategies that have helped him and many others get on the track to financial success.
(905) 560 6800 ext: 104
(289) 808 0649
Mutual Funds offered
through DONRO Financial Ltd.
(905) 516 5900
Tina-Marie graduated with her Bachelors in Sociology in 1994, a second degree in Gerontology in 1995, and her Bachelor of Education in 2011. In 1995, she joined Investment Planning Counsel of Canada as a client service representative where she successfully completed her Mutual Fund License and her Branch Managers License. For 16 years she helped manage the office and handled client accounts, trades, marketing and compliance issues. After leaving IPC, she joined another private firm and completed her Life Insurance designation which included, segregated funds, health and benefits plans. In November 2015, she joined Donro Financial where she continues to successfully specialize in retirement and estate planning.
Tina, currently lives in the Lynden area with her husband and two daughters. She enjoys reading, walking, traveling and spending time with her family.
Tina is passionate about protecting families and helping people achieve financial wealth.
Angela and Clint have been working together as a team in the financial industry for over 10 years with the steadfast goal of helping their clients achieve what is most important to them. Their approach has always been to build a strong rapport first, while remaining true to their passion of exceptional customer service. They are extremely grateful for the trust and confidence they have established with their clients.
Angela received her Bachelor of Business Administration degree from Brock University. Raised in a business-oriented family, she learned that hard work and meeting the needs of the client are top priorities. Clint received his Honours Bachelor of Arts degree from Queen’s University. Coming from a family deeply rooted in the community, Clint learned the value of commitment to others. They have held a variety of positions throughout the years, but it has been their roles as financial advisors where they feel they have made the greatest impact.
They have been blessed with three amazing and spirited daughters who inspire them daily to help others realize their dreams.
Tina started her financial career in 1986 as a manager and Mutual Funds compliance officer in the banking sector. In 1991, she acquired her Mutual Funds license and completed licensing courses for Health and Dental Benefit Plans and Life Insurance. Later, she successfully completed her Branch Manager designation through the Investment Funds Institute of Canada. She specializes in Investment Portfolios, Retirement and RRIF Planning, Mutual Funds and Group Accounts for businesses and corporations.
In 1994, Tina left the banking industry to stay home with her children. During that time, she obtained her diploma in Psychology and enjoyed volunteering at her children’s school.
Tina joined an independent financial firm in 2004. She has over 30 years of experience in financial services and has helped hundreds of families work towards their financial goals. Her experiences have enabled her to take an integrative approach dedicated to improving the financial well-being of individuals, families, and businesses.
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(905) 518 3656
(905) 518 4776
Corey's career in the financial services industry began after he met with a potential new financial advisor. Corey and his wife were concerned about their financial future and felt something was missing from their current plan. After an eye opening restructuring of their financial plan, Corey decided to pursue a career in financial services to provide similar advice and guidance.
Corey prides himself on educating clients the same way he was, by explaining in clear detail all aspects of their financial future.
He currently lives in Hamilton with his wife and two sons. They enjoy spending quality time together in the outdoors fishing, boating, hiking and many hours at the hockey rink.
Founders of The FINancial Company, Jeff and Miranda met in 1999. Miranda was Vice President of a Telecommunications Company and Jeff the owner of a Martial Arts School. Jeff also coached and competed in his sport at multiple World Championships. In 2001, Jeff entered the financial services industry and brought his coaching experience to families and businesses. In 2006, Miranda left her job and became a full time partner with Jeff making it a true family business. They live in Stoney Creek with their two children, Alexis and Vaunn.
Like most people, they were not educated about money when they were young, so they understand the challenges people experience. Money management is not taught in schools and parents can only teach what they know. Jeff and Miranda have dedicated their lives to gifting the power of information and education so you too can have a better life.
They believe in speaking the truth and treating you like family. When it comes to making serious financial decisions, you don’t need a sales person, you need an advocate for your financial well-being.
- Retirement Planning (do you know your FIN?)
- Education Savings (RESP's)
- Disability Savings (RDSP's)
- Group Retirement and Pensions
- Benefits (Personal & Company)
- Estate Planning
- Life Insurance (Personal & Business)
- Company Lunch & Learn Seminars
(905) 973 8462
Paula has been a Financial Advisor since 2008. Entrepreneurial experiences, speaking engagements, volunteer work, and membership on various councils have given her the foundation to service her clients as a Financial Advisor and Branch Manager. She studied business accounting at Mohawk College and has Life Insurance, Mutual Funds and Branch Manager licenses.
Keen attention to detail, listening skills and her sincere empathy are always appreciated by her clients. Paula is dedicated to helping families make informed and educated decisions about their financial future.
At the Financial Company, our independence allows us the freedom to offer truly independent advice to our clients. Our firm has access to one of the broadest choices of financial solutions and services available in Canada. With our experience and dedication to excellence we are confident we will provide the education, tools and strategies to achieve success for your personal, family and business life. When you have one of our advisors working with you, you have our commitment for life. You can probably tell; we really love what we do.