Our Investment Philosophy is based primarily on the power of consistent Cash Flow and compound returns - a proven strategy that we believe is critical in building and maintaining your wealth.

While every client is unique, they share a common characteristic of wanting predictable investment returns. Our clients appreciate the consistent 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 licensed as well as life insurance licensed 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 traveling as well as being an avid garden railroader.

Questions? E-mail John

Mike Magreehan, BBA (Hon), CFP

Investment Advisor

While every client is unique, they often share a common desire – confidence in knowing the decisions they make today will have a positive impact on their lifestyle in the future.

Whether their intentions are to grow and protect hard-earned assets, care for their family, community or charitable causes, or pay less tax, clients appreciate Mike’s thorough approach and attention to detail in the solutions he recommends.

Mike works closely with business owners, professionals and retirees in crafting a customized financial strategy map to ensuring his clients stay on track to reach their desired outcome. They are busy and successful people who are devoted to their family, their faith, and their future, while Mike’s role is to ensure that their finances are professionally prioritized and meticulously managed.

Mike began his career in the financial services industry in 1996. Having earned an Honours Bachelor of Business Administration degree from Wilfrid Laurier University, he also holds the Certified Financial Planner™ designation, and is securities and life insurance licensed.

Mike is a regular contributor for various national publications and magazines, such as the Canadian Chiropractor Magazine.

Mike has been a host on Your Money Matters, our weekly radio show dedicated to all things financial – investing, tax, real estate, economics or politics. Through all sorts of market conditions, Your Money Matters was broadcast live weekly on 570News. The 60-minute show has been a beacon of solid perspective for nearly 20 years, providing real-time guidance to the many issues facing investors.

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’s fiscal transparency and accountability.

Mike’s passions include his family, reading, playing the guitar and drums, cycling and cross-country skiing.

Questions? E-mail Mike

Chantelle Jack

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 licensed, 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.

Questions? E-mail Chantelle

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