Client Statements

Our Team... It's Nice to Meet You!

Our team is a collection of caring individuals who have established a practice and philosophy to help people deal with money issues. When our clients say things like, "we do not worry about money as much anymore because I know John and his team are looking after it" We know we have succeeded. Link to John Armstrong's philosophy.

John Armstrong CFP®

John Armstrong
Certified Financial Planner®
Life Insurance
Financial Planning Educator

John Armstrong has practiced as a financial planner in Kitchener-Waterloo for over 25 years.

Rich Weiler

Rich Weiler
Investment Advisor
Adminstration
Client Services

Rich specializes in client investment plan construction and investment fund analysis.

Sharon Ogilvie

Sharon Ogilvie
Receptionist
Executive Assistant
Support Staff

As John Armstrong's personal assistant, administrator for life insurance products, Sharon is also the main receptionist and provides support for staff.

Joe Shumka

Joe Shumka
Investment Fund Advisor
Client Services

Available to help clients fulfill financial requirements contemplated in the Income and Expense Model.