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James Dempsey
Financial Planner/Owner*
Mutual Fund Investment Specialist**
James brings an extensive and diverse background within the financial services industry to the team. As a dedicated Financial Advisor and seasoned professional specializing in strategic investments within mutual funds and segregated funds, he focuses on complex financial planning advice. With a keen focus on your financial well-being, James brings a wealth of expertise as a life specialist, ensuring a client-centric approach that prioritizes your unique goals.
Location
Ajax
EmailTina Layton
Associate Insurance Agent
With over five years of experience in business insurance, Tina is passionate about helping business owners protect what they’ve worked so hard to build. Her outgoing and caring personality allows her to connect with clients on a personal level, ensuring every plan is tailored to their unique goals. Known for her genuine dedication and proactive approach, she always goes the extra mile to find the best coverage and solutions for each client. Whether it’s a startup or an established company, Tina takes pride in delivering trusted advice and exceptional service that puts the client’s needs first.
Location
Ajax
EmailValerie O'Connor
Associate Insurance Agent
Valerie specializes in auto, home and business insurance, with a wealth of experience since 2006. She has an extensive understanding of diverse insurance products and is here to navigate you through the intricacies of coverage. Trust in her expertise to provide tailored solutions for all your insurance needs.
Location
Ajax
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.