Group Benefit Advisor

Investment Fund Advisor with Investia Financial Services Inc.

I grew up in a close-knit community. Both my family and my wife’s family are very close, so relationships are very important to me. I have been married to Jeanette for over thirty five years and we have two sons, Joseph and Brendan.

I spent a few years in management of a major corporation in Toronto.

We decided to make the move to the Kawarthas to raise our family. I set up my own business, which I ran for 10 years. However, due to an injury, I was unable to continue. This experience was what attracted me to assisting business owners and professionals.

I get great satisfaction from educating clients and helping them to understand how complicated insurance programs work. While I have achieved the advanced designations in our industry, I primarily work with businesses, helping them to develop effective and cost efficient strategies for their Employee Group Benefit Plans. As mentioned in our Mission Statement, we choose to work with a team of specialists to best serve our clients. I feel this provides a far broader spectrum of knowledge to our clients.


Insurance Agent
Investment Fund Advisor with Investia Financial Services Inc.

My roots are in Nova Scotia, where my wife Lisa and I still visit frequently with family and friends, but I have made Ontario my home for 30 years, and the Peterborough area for the past 16.  I’ve made my entire career in the investment and insurance industry.

My early years in the business were with a large financial services firm.  In 1999 I decided to set up my own practice in Peterborough, residing in Bridgenorth.I take pride in the fact that my business has developed by being built on a very personalized client-focused service model.  I am very pleased to have recently merged my business with Lorne and the team at Curry Financial, in part so that I can be involved in their specialized approach to the industry, and I will be able to devote myself full time to assisting our clients with their investment needs, developing wealth strategies through a broad range of investment vehicles.

My clients often tell me they appreciate my approach to simplifying the complexity of the vast number of investment options available, to help them reach their investment goals.




Insurance Agent
Investment Fund Advisor with Investia Financial Services Inc.

I have called Peterborough home since moving here in the late ‘80’s.  I helped raise my family in our beautiful community.  Most of my active career has been in the financial services industry — managing offices for Freedom 55 Financial and Great-West Life.


In 2017, I joined Curry Financial Group to work alongside Lorne to help service his existing clients.  My friendship with Lorne goes back several decades when I introduced him to the Insurance and Investment business.

I believe transparency and good relationships together with solutions planning help to develop a personalized path and a comfort around the financial picture for our clients.

I work towards a rewarding life.  There is so much to learn and experience that I continue to strive to meet that important balanced lifestyle between work, my family/friends and the love of the outdoors.


Joan joined us over 15 years ago as Lorne’s Executive Assistant.

She works behind the scene, managing the office. Her focus is supporting Lorne and our group benefit clients as well as providing back office support for our life insurance clients. She is registered as a Licensed Assistant in mutual funds and can provide administrative support.


Tammy works hard behind the scenes administering the paperwork for the investment portion of our business making sure everything is completed accurately and in a timely manner.

Tammy assists Joan, answering the phone and providing customer service. She is enjoying the opportunity of meeting our clients when they call in or come into the office for a meeting.