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​Investment Advisor Services

At Tandia, we want your finances to thrive and through our partnership with Qtrade and our full-service approach to investing, we can help make it happen.

Our members deserve and have come to expect our Investment Advisors to be trustworthy, honest, reliable, and to work hard for each and every member – to achieve what is possible in the best interest of the member. This makes us different from our competitors who may be interested in ‘selling’ you a specific product without considering your unique circumstances.

We are different and we are proud of our success. 

Our professional team of fully qualified Investment Advisors and Mutual Funds Representatives are committed to gaining a complete understanding of your financial goals, evolving life circumstances and investment objectives in order to proactively address both your financial needs and personal wealth plan.  Our team is also experienced with a wide variety of pension plans including OTPP and OMERS. 

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Meet with us

For a better outlook on your financial future, book a no-cost obligation consultation with a member of our Wealth Services team today.  Call 1.844.600.3586 or click below to arrange a meeting with an Investment Advisor now.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Wealth Desk

To speak with our team about financial planning or our wealth management services, contact our Wealth Desk Monday through Friday, 9 am to 5 pm at 1.844.600.3586. Our representatives are ready-when-you-are to help with investment questions, advice and solutions.

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Wealth Desk

Monday-Friday, 9 am to 5 pm 

1-844-600-3586

Meet our Wealth Services Team

Our Investment Advisors and Mutual Fund Representatives have the investment experience and expertise to navigate the markets on your behalf and will seek the best possible investment opportunities from around the world, always mindful of your unique portfolio requirements.​

Find out more about your Advisor:
visit IIROC AdvisorReport

Cathie.Vaillancourt@tandia.com
1.800.598.2891 x  1171

Our Qtrade Investment Advisor for the James Street and Ancaster branches is Cathie Vaillancourt.  Working in the financial industry for over 30 years with many industry accolades, Cathie brings history and experience to the table to share with you to help formulate the best possible outcome for your individual/household finances.  With Cathie, it’s not about what to invest in, but a comprehensive plan on how to invest. 

 

As a member of our award-winning team of highly qualified investment professionals, Cathie’s approach to financial wellness and building wealth encompasses money management, financial planning, tax minimization and estate planning.  She will help you consider all the moving pieces that will lead to the achievement of your desired financial goals for you and your family.  Cathie can also assist self-incorporated professionals and business owners to manage their personal and business assets.

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Lisa.Flannigan@tandia.com
1.800.598.2891 x  1834

Our Qtrade Asset Management Mutual Funds Representative for the Burlington area is Lisa Flannigan.  Lisa has recently joined our award-winning team of highly qualified investment professionals as a Mutual Funds Representative and brings over 30 years of financial services experience including two decades in wealth management to the role.

Lisa has credentials from the Canadian Securities Institute and has held various qualifications in the industry.  She is committed to a high level of client contact and interaction in order to provide consistent client service and helping clients reach their financial goals.  Lisa will be happy to meet with you to discuss preserving and growing your investments. 

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Laurie.Horan@tandia.com
1.800.598.2891 x  1122

Our Qtrade Investment Advisor for the Mountain and Brantford branches is Laurie Horan.  Laurie has worked in the financial services industry for 18 years and has been with Tandia and Qtrade since 2010.  Laurie’s approach to service focuses on building strong relationships with the goal of educating and building wealth for her clients. 

As a member of our award-winning team of highly qualified investment professionals, Laurie is very knowledgeable about various pension plans including OTPP and OMERS and can assist you with any questions you may have.  She is always available to discuss your current situation or offer a second opinion.  Keep in mind that you do not need to be an employee of education to become a client and build your wealth or preserve what you have already built. 

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Nigel.Smith@tandia.com
1.800.598.2891 x 1503

Our Qtrade Asset Management Mutual Funds Representative for the Milton, Halton Hills and Toronto areas is Nigel Smith. Nigel has recently joined our award-winning team of highly qualified investment professionals and brings nearly ten years of financial services experience and a wealth of knowledge and expertise to the role in both investment advising and financial planning.

After completing an Advanced Diploma in Business Finance from Sheridan College, Nigel successfully completed the Certified Financial Planners designation. He is passionate about helping individuals reach their personal financial goals, and looks forward to the opportunity of working with members to assist in wise decision making as it relates to their financial well-being.

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

 

You’re not just our customer, you’re a member and an owner 

That means you can be confident that your unique needs come first. We understand that everyone is different, and we tailor solutions that are just right for you. Our values prove it.