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Your Monteith Financial Group Team

Priscilla Monteith, CPA, CGA, CFP, EPC Photo

Priscilla Monteith, CPA, CGA, CFP, EPC

Financial Planner - Manulife Securities Incorporated
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
priscilla.monteith@manulifesecurities.ca


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

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


Kathleen Paterson CLU, CHS Photo

Kathleen Paterson CLU, CHS

Insurance Broker - Consultive Solutions Inc.

Accomplished and actively involved in the life, health and group insurance industry for 30 years, Kathy works with clients to find satisfying and creative answers to both their simple and complex insurance needs. Holding a position in a major insurance corporation for 10 years, she trained and assisted agents in implementation of group insurance and other products. A member of Advocis, the premiere Canadian association of insurance and financial advisors, she has completed the Chartered Life Underwriter and Chartered Health Specialist designations.

(905) 546-5433
live275@outlook.com

Brenda Vandyk Photo

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

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)