Ron Ewasiuk, CFP, RFP, CLU
Ron is the founding partner of Fincor and has been an advisor for almost 50 years. Ron started his financial services career in the life and group insurance business with Equitable Life many years ago. He then started Fincor as an independent firm and later gravitated to the wealth management business with both WorldSource Financial and now Assante Wealth. Ron holds a variety of designations including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Registered Financial Planner (RFP).
Dave Ewasiuk, CFP, CIM, FCSI
Dave is an advisor and has been with the firm for 15 years. He holds designations including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and the Fellow of the Canadian Securities Institute (FCSI). He provides advisory services in the areas of wealth management, insurance and estate planning, and employee benefits and savings programs. Dave is now the managing partner of Fincor and has taken over the firm management responsibilities from Ron as part of a succession plan.
Jamie Lantz, BCom
Jamie has been a member of the Fincor advisory team for over 5 years now and works in the areas of wealth management and insurance planning. He has a BCom degree from the University of Alberta and is close to completing his Certified Financial Planner (CFP) designation. Jamie is a highly valued team member and in addition to his advisory responsibilities, coordinates all the marketing and IT needs of the firm.
Norine is Executive Assistant to our team and is responsible for all office administrative matters for our team. In addition, she is responsible for client service responsibilities relating to the wealth management division with Fincor Wealth Planning Group, life insurance, and group benefit and savings plans. Norine joined us 3 years ago from TD Bank.
Joan is an Administrative Assistant focusing primarily on wealth management and investment solutions. She is responsible for all investment transactions and processing relative to our client investment accounts. Joan joined Fincor in 2011 and has previous experience as a licensed planner in the banking industry.
Michele has been a valuable member of the Fincor team for many years and currently provides bookkeeping and administrative services.