Our Team

Ron has worked in the financial services industry since 2004 and became a financial advisor in 2017. Before that he was VP Business Planning & Strategic Initiatives with Investment Planning Counsel’s ...

Monika Pimm joined Kassies Financial Services in June 2021 and previously has been part of the IPC team since 1998. She brings an excellent background of financial services work to my team. She loves ...

Paula Montgomery became an advisor after passing the Canadian Investment Funds Course in 2011 and the Life License Qualification Program in November 2012. She worked for 20 years as a legal assistant ...

Paul began his career as a Financial Advisor in 1994. He qualified as a Certified Financial Planner in 1999. The same year, he began his long and beneficial association with Investment Planning Counse...