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Your Monteith Financial Group Team

Priscilla Monteith, CPA, CGA, CFP, EPC Photo
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Priscilla Monteith, CPA, CGA, CFP, EPC

Life Insurance Advisor - Consultive Solutions Inc.

Priscilla is a Partner at Monteith Financial Group.  Believing that the development of customized strategies must be based on a deep understanding of the needs of her clients, she invests time in client relationships. As a former partner in Monteith & Monteith Certified General Accountants, Priscilla’s experience has provided a personal perspective, enabling her to guide entrepreneurs and professionals in the unique planning challenges facing them throughout the lifecycle of their businesses. Committed to education and professional development, she is a member of the Financial Planners Standards Council, and holds the following designations;  Chartered Professional Accountant, Certified Financial Planner and Elder Planning Counselor.

905-572-7526 Ext 124


Stephanie Piroli, BAccS, FMA, CPA, CGA, CFP, EPC Photo
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Stephanie Piroli, BAccS, FMA, CPA, CGA, CFP, EPC

Financial Planner - Manulife Securities Incorporated
Life Insurance Advisor - Consultive Solutions Inc. 

Stephanie is a Partner at Monteith Financial Group. She is dedicated to developing long term client relationships and uses her passion for financial planning to assist individuals, families, and business owners in creating and achieving their financial goals. Stephanie uses many financial, insurance, and tax minimization strategies to create financial solutions that aim to grow and protect the wealth of her clients.  Stephanie has held several accounting and finance positions from Toronto to New York City before establishing herself at Monteith Financial Group in 2006. She holds the following designations;  Chartered Professional Accountant, Certified Financial Planner, and Elder Planning Counselor.

(905) 572-7526 Ext. 122 
spiroli@manulifesecurities.ca


Brenda Vandyk Photo
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Brenda Vandyk

Assistant Investment Representative – Manulife Securities Incorporated.

Brenda joined the Monteith Financial Group team in 2001 and brought with her many years of experience in the financial and insurance industry. She is a graduate of the Mohawk College Office Management program and has obtained her Securities designation. Brenda is committed to proficiency and accuracy, responsible for the verification of all trades and transactions, troubleshooting when necessary. Brenda ensures that everything we do is in our clients’ best interest and treats everyone like family.

(905) 572-7526 Ext. 125
Brenda.vandyk@manulifesecurities.ca

 Hellen Dale Photo
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Hellen Dale

Assistant Investment Representative – Manulife Securities Incorporated.  

Hellen has more than 12 years of industry experience, a B. A. in Economics from York University and a diploma in Business Management from Humber College. We welcomed Hellen to our team in 2014. She handles office technology, ensuring our clients have online access to account information as well as overseeing the delivery of our electronic newsletters and communications. Hellen also works closely with the advisors, assisting with client contact needs, preparation of appointments and transaction processing.

(905) 572-7526 Ext. 126
Hellen.dale@manulifesecurities.ca

Call 905-572-PLAN (7526)