Meet our team

Ken McNaughton

CFP® , CHS , CLU®

Financial Planner*

Mutual Fund Investment Specialist**

As a business owner, Ken offers a unique perspective to his work with our clients. Putting himself in the client's shoes, he gains an understanding of their needs and presents solutions that are easy to understand and implement.

Ken is an active member of the community and serves on several boards. He has been a member of the Kiwanis Club of Brantford since 1994.

Location

Brantford

Email

Aakash Nayi

BComm

Associate Financial Advisor*

Mutual Fund Investment Specialist**

Meet Aakash, he provides tailored financial planning solutions that include life, health, disability and critical illness insurance, along with investment strategies designed for young families, students and newcomers. Aakash also plays a key role in supporting long-term financial planning for legacy clients in collaboration with Certified Financial Planners Ken and Robin McNaughton. With a practical approach and commitment to client success, Aakash focuses on building plans that are easy to understand, aligned with personal goals and built for the long term.

In addition to his advisory role, Aakash manages the agency’s marketing and social media initiatives, ensuring effective communication and community engagement. He stays informed on financial trends in Canada and the U.S., collaborating with leading fund companies to deliver up-to-date insights.

Aakash believes in proactive planning, simplicity in financial decision-making and building lasting relationships based on trust and transparency.

Location

Brantford

Email

Alec Neale

Commercial Specialist

Meet Alec, a lifelong resident of Brantford, who deeply understands local business needs and is committed to forming meaningful connections to offer the best solutions to clients.

Location

Brantford

Email

Joni Clarke

Associate Insurance Agent

Meet Joni, She's from the Caribbean and was born and raised on the beautiful Island of Jamaica. She joined the team in January 2024. She aspires to build and maintain strong customer relationships to consistently result in strong client relationships.

Location

Brantford

Email

Kim Risi

Associate Insurance Agent

Meet Kim, an essential part of our team as she helps people with their overall insurance needs.

Location

Brantford

Email

Laurie Ray

Associate Insurance Agent

Laurie was born and raised in Mt. Pleasant, giving her a local perspective on the needs of her clients. She joined our team in 2012 and has over 15 years of insurance experience.

Laurie is knowledgeable and confident in the products she recommends for her clients. She strives to build lasting relationships by providing her clients peace of mind with the solutions they've chosen. 

Location

Brantford

Email

Nancy Boyle

Associate Insurance Agent

As a long-time Brantford resident, Nancy knows the area and her clients' unique needs. Nancy's over 30 years of experience with Co-operators shows her commitment to her career and to providing her clients with the best solutions available.

Being a Chartered Insurance Professional (CIP), she has a thorough understanding of all aspects of personal insurance and how to use these products to best protect her clients and their families.

Location

Brantford

Email

Robin McNaughton

CEA , CFP® , CHS

Financial Planner*

Mutual Fund Investment Specialist**

Meet Robin. She has been helping families meet their financial and insurance goals for 30 years. Robin knows that everyone's needs are unique; what works for your neighbour may not work for you. Her focus is on understanding your needs and offering the right solutions.

Location

Brantford

Email

Wayne Karczewski

Associate Insurance Agent I

Meet Wayne, born and raised here in Brantford. With over 10 years of management experience, he brings excellent customer service and a vast knowledge of building customer relationships. 

 

Location

Brantford

Email