Meet the team
Sarnia is a special place to all of us. We call it home and love serving our community in so many ways.
Jodi Dark
Financial Advisor
Jodi has been a Financial Advisor for the past 30 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 empathetic 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.
Michelle
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 25 years.
Meet the Newest Member of Our Team
Holly
Client Care Specialist
Holly is in charge of making sure all our clients have the best experience possible. She grew up in Bright’s Grove, and is happily married with two amazing grown children.
Holly brings a lot of care and compassion to her position and we’re sure you’ll be able to experience that the first time you talk to her.
