About Us
Mark Mountjoy CFP®, CEA
Certified Financial Planner®, Certified Executor Advisor, President
A seasoned Financial Advisor since 2001, Mark has worked for and serviced a loyal clientele of families, empty nesters, boomers and business owners throughout Wellington and Dufferin counties.
Husband to Agatha and father of three children, Georgia, Murphy and Henry. Enjoys cottaging in the Kawarthas, sailing, fishing, golf and everything that gets him outdoors.
He provides sound guidance when your financial issues feel overwhelming. He is conscientious, with a near obsession for doing things right, and specializes in partnering with individuals and families in retirement income planning, wealth creation, and estate transition planning.
Also, he has expertise with business owners/executives on succession planning protection, group benefits and group investments/pension plans.
Mark believes in honouring your unique interests, worries, background, opportunities and preferences. For everything he commits to, whether large or small, he feels emotionally bound to follow through to its successful completion.
Melanie McWhirter
Financial Advisor
As a proud, single mom of daughter Zoe, Melanie enjoys anything outdoors especially camping and hiking with her dog.
Melanie grew up in Guelph and has lived in Fergus since 2006 and loves everything about our community and is very active volunteering her time with Women in Crisis and active with therapy dog activities.
Melanie works with small business owners, growing families, boomers and empty nesters. She establishes deep relations with each client, treating everyone with respect and integrity. With active listening and communication skills she is able to make financial solutions fit each clients goals with simple plans and solid advice.
She also accurately creates and maintains strategic portfolios for clients and has financial industry background with prior auto financing experience.
Jayne Holmes
Licensed Assistant / Team Leader
Jayne ensures our backstage delivers the ultimate client experience.
Her kind friendly manner shows in scheduling appointments, troubleshooting, and client communications.
She's extremely organized and caring in delegating paperwork detail for completion.
Jayne has been with our Team since 1995.
Lynn Bodz
Licensed Assistant / Client Service
From 1998 Lynn's been part of our team delivering helpful knowledgeable service to clients.
She's highly qualified working behind the scenes on portfolio optimizing, and has a focus on life insurance product servicing.
Lynn has prior life insurance and group benefits experience.
Office Address
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294 East Mill Street
Unit 114
Elora, Ontario N0B 1S0 - Phone: 1-866-384-4890
- Fax: (226) 384-8500
- Email: financial@mountjoyfinancial.com
Our Dealership
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
