​Investment Advisor Services

Cathie.Vaillancourt@tandia.com
1.800.598.2891 x  1171

Our Credential Qtrade Investment Advisor Cathie Vaillancourt is a seasoned professional who through her outstanding contributions has consistently ranked in the top 50 of advisors nationally and has once again been recognized by the 2022 Wealth’s Advisor Recognition Program – Congratulations Cathie!

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.