Lou Valente, MBA, PFP, CFP

Vice-President, Investment Advisor

519-252-4011 | Email me

Lou graduated from the University of Windsor in 1982 with an Honours Bachelor of Commerce Degree.  He also earned a Master of Business Administration in 1985.  Lou is committed to furthering his knowledge and experience having earned the designation of Personal Financial Planner and Certified Financial Planner.  He has also received his Insurance License.  Lou entered the financial services industry in 1985.  Lou's primary focus in the day-to-day management and review of client's portfolios. 

Betty Ann Valente, CFP, PFP

Associate Wealth Advisor

519-252-3662 | Email me

Betty Ann's extensive experience has provided her with an in-depth understanding of the industry in general and of the importance of meeting the needs of individual clients.  Betty Ann is committed to furthering her knowledge and  experience having earned the designation of Personal Financial Planner and Certified Financial Planner.  She has also completed the Wealth Management Essentials course and has received her Insurance License.  Betty Ann entered the financial services industry in 1976.  She  focuses her efforts on wealth management, estate planning and financial planning.

Ishwar Jagpal, MBA

Associate Investment Advisor

519-252-3195 | Email me

Ishwar is an experienced professional with over 25 years of financial management experience, serving the Windsor and Essex County market. He began his financial services career in the Estate and Trust division of one of Canada’s leading Trust Companies. Ishwar holds a Bachelor degree in Science and a Master of Business Administration degree. He has extensive knowledge of estate planning and trust services and is a past executive board member of the Windsor Estate Planning Council. Originally from Malaysia, Ishwar has been in Windsor since 1986. He is fluent in Malay, Punjabi and Hindi. He is also actively involved in events and charitable activities in his community and is a graduate of the Leadership Windsor/Essex program.

Rachel Sine

Associate Advisor

519-252-4518 | Email me

Rachel graduated from St. Clair College in 2005 with a Diploma in Finance and Accounting.  Rache has been in the financial services industry since 2005.  On a
day-to-day basis Rachel is responsible for all administrative functions that support our clients such as questions or request regarding statements, foreign exchange transactions, cheque request, documentation, tax package & tax slip inquires, etc.