Our investment philosophy is not fancy. In fact, it’s quite simple. Our philosophy is based on the power of consistent Cash Flow and compound returns. We seek to generate above average amounts of cash flow from a solid foundation of assets.
While every client is unique, they share a common characteristic of wanting predictable investment returns. Our clients grow to appreciate the consistency of a steady stream of cash flow generated from their hard-earned assets. Whether you are saving for retirement, or you are already retired, our experience shows that the power of Cash Flow and compounding are critical to the long-term success of your financial well-being.
John Lysnes, BA (Econ)
Senior Investment Advisor
John has over 18 years of investment industry experience. He received his Bachelor of Economics from Wilfrid Laurier University and a Diploma in Business Administration (Computer Sciences) from Lakehead University. He is securities licenced as well as life insurance licenced and holds the Senior Investment Advisor designation at Canaccord Genuity.
Prior to working in the financial services industry, John owned and operated his own business. John is committed to providing clients with solid investment strategies in an interactive manner and in line with their personal needs and aspirations. John also believes in building long lasting relationships with his valued clients.
John is a long time area resident and lives with his wife, Cathy, in Cambridge. John and Cathy have three adult children living in Toronto. In his spare time, John enjoys bicycling, antiquing, home improvements and travelling as well as being an avid garden railroader.
Mike Magreehan, BBA (Hon), CFP
Mike began his career in the financial services industry 1995. His primary goal is to work with clients in tailoring investment and financial strategies to meet their unique needs.
He earned an honours degree in Business Administration from Wilfrid Laurier University, is life insurance licenced, and holds the Certified Financial Planner™ designation.
Mike authors financial strategy articles for various magazines, such as the Canadian Chiropractor Magazine.
Having served as Chair of the City of Waterloo Citizens Budget Task Force, Mike led a focus group of financial professionals dedicated to increasing the City of Waterloo’s fiscal transparency and accountability.
Mike was a host of “Your Money Matters”, our weekly radio show dedicated to all things financial – whether investing, tax, real estate, economics or politics. Through all sorts of market and economic conditions,Your Money Matters was broadcast live each Wednesday on 570News. The 60-minute show was a beacon of solid perspective for over 17 years and provided real-time guidance to the many issues facing investors.
In his spare time, Mike enjoys reading, cycling and cross-country skiing, and being a passionate musician, he plays the guitar and drums.
Mike is a lifelong resident of Waterloo, where he lives with his wife, Marlita, and their four children.
Client Liaison and Administration Specialist
Chantelle began her career in the financial services Industry in 2000. After earning a Financial Business Administration diploma, Chantelle completed all industry requirements to become securities licenced, including the Canadian Securities Course and the Professional Financial Planning Course.
Chantelle’s attention to detail and extensive knowledge of our business makes her an invaluable partner in our team. She is the first point of contact on any administrative issue. Clients value her kind demeanor, her dedication to customer service and her unparalleled ability to ensure all administration is followed through in a timely manner to completion.
In her spare time, Chantelle enjoys spending time with her husband Kevin and two children.