In 1996, after seven years in the banking industry, Theresa opened the Money Concepts Russell office. Since 2012 the office operates under Wever Financial. She is an honours graduate of Kemptville College where she majored in Animal Science and Economics. Theresa obtained the Certified Investment Manager (CIM) designation in 1995, followed by her Certified Financial Planner (CFP) designation in 1997. In addition to her investment background she also obtained her life, accident and sickness insurance license in 1996. Theresa also received her Elder Planning Councellor (EPC) in 2004. In 2016, Theresa added the Master Financial Advisor (MFA) designation with a specialty in Retirement and Estate Planning. Due to our aging population, Theresa also obtained the Certified Executor Advisor (CEA) designation in 2018 to help executors deal with estates.
Theresa and her husband Gerry have a son, Jonathan, and a daughter Cynthia. Theresa is an active member of the community where she has been both the Past President of the Russell Agricultural Society, where she served on the board for over 25 years, as well as the Russell Chamber of Commerce when it was operational. In her spare time she enjoys golfing, camping, curling, pickle ball and playing the guitar. Her favorite past time is watching her granddaughters grow up.
Theresa is a firm believer that knowledge is power. Theresa will search through reams of information to help her Clients make informed decisions on the best ways to make their financial dreams a reality. Theresa believes it is very important for her clients to not only earn as much as they can but keep as much after tax dollars as possible.
Cynthia joined Wever Financial permanently in April 2009. Prior to that, she was studying Business Administration - Financial Services at La Cité Collégiale where she graduated top of her class while working part-time at an area financial institution as well as at Wever Financial.
In 2009, Cynthia obtained her Mutual Funds license as well as her life, accident and sickness insurance license. In 2012, she obtained her Branch Managers certification. In 2013, she successfully completed the Financial Planning Fundamentals course, one of the many courses required to achieve the Certified Financial Planner (CFP) designation which she is currently working on achieving. In 2014, she successfully completed the Mortgage Agent course. In 2016, she successfully completed the Mortgage Broker course.
Cynthia and her spouse Brad reside just outside of Maxville with their two daughters, Addison, born in 2011 and Deveney, born in 2013. In her spare time, Cynthia enjoys a varied array of sports including broomball, ball hockey, soccer and baseball as well as running after her daughters. In December 2017, she also took the position of treasurer with the Kenyon Agricultural Society.
Cynthia believes that everyone should take the time to prepare their financial futures from start to finish. Whether you are purchasing your first home or getting ready to retire. She wants to help you and your family every step of the way.
Cynthia is fluently bilingual in both French and English and is looking forward to help you and your family achieve your financial goals.
Cynthia shares her time between the Vankleek Hill and Russell offices.
Amanda has been in the mortgage industry since 2005, working with a variety of agents in an assistant and mortgage underwriting role.
She prides herself on providing a high level of service and knowledge, ensuring clients receive the best financing for their needs, and the most positive experience possible!
Amanda and her husband Chris have two wonderful daughters, Madelynn and Rowan, and live in beautiful London, Ontario. She loves spending time with her dogs, learning new skills, and all manner of fiber arts.
She believes that 'Kindness is Magic', and that there's no reason mortgages can't be fun!
Rose-Marie joined the Wever Financial team in August 2011. She has been working in the financial services industry since 1974.
Most of her career was with a major financial institution where she enjoyed helping clients acquire their dream homes and financial success.
You can count on Rose-Marie to help you with any questions you have in regards to online accessibility and scheduling of appointments.
She resides on a small hobby farm, where she enjoys taking care of her many dogs, cats and chickens.
In her spare time, she likes to garden, swim, build and renovate.
Zachary joined Wever Financial in August 2022.
Zachary has been in the financial services industry since 2015. Most of his career was with a major financial institution where he enjoyed helping clients reach their financial goals and finding ways to save them money.
He is always friendly and willing to assist, making him a great asset to the team.
Zachary resides in Russell. In his spare time, he enjoys spending time with family and friends. He has a passion for video games and video game development.
Laura joined Wever Financial in March 2022.
Laura successfully graduated from Trent University in 2019 with a Bachelor of Business Administration Degree, and in 2017 graduated from Durham College with an Advanced Diploma in Business Administration specializing in Human Resources.
Prior to joining Wever Financial, Laura worked as a Financial Administrative Assistant. She brings with her knowledge of the financial industry and her expertise of administrative duties.
Laura resides in Hastings, Ontario with her partner Luke. In Laura's spare time she enjoys being outdoors and spending time with family.