CLU®, CFP®, CHS™, CPCA®
Principal, Dewdney & Co.
Christopher has committed himself to the financial services industry for over a decade. Helping both individuals and businesses alike, his practice combines all areas of financial management into a unified, detailed, custom plan to serve each client’s individual objectives. Christopher's experiences range from risk management to wealth accumulation. He uses a team approach encompassing a detailed and disciplined financial planning process that looks at both the quantitative data, as well as the client’s goals and objectives. An active Advocis volunteer, Christopher is also a member of CALU.
Ministry of Government and Consumer Services
Michele is a diversity, inclusion and anti-racism diversity practitioner with over 18 years’ experience. Currently working with the Ministry of Government and Consumer Services, she provides strategic advice on leadership diversification talent pipelines, curriculum and policy development as well as inclusive organizational culture change. Previously Michele has held several positions in her field at both the federal and municipal level. Additionally, she has worked with non-profits and non-federally regulated organizations where she developed and implemented compliance standards for employment equity and race-based mentorship programs including an Indigenous Employment and Education Strategy. Michele has a B.A. from McMaster University and a Professional Certification in Human Rights Theory and Practice from Osgoode Hall Law School.
Financial Coach, Paper & Coin
Cindy specializes in the millennial demographic with a strong focus on cash flow planning and financial literacy. She believes that financial literacy is the ultimate tool for building wealth and has built an independent practice around that model. An experienced life and health insurance broker, Cindy transitioned her practice to a fee-only Financial ‘Coaching’ model to better serve the otherwise overlooked millennial market. In an ongoing effort to promote and provide more approachable educational resources, Cindy launched a Financial Literacy program and YouTube channel ‘Dressed to Invest’ at the start of 2020. Soon after, she partnered with budding Financial Coaching company ‘Paper & Coin’ and now manages their Financial Coaching program, serving clients nationally all across Canada. An active Advocis volunteer and board member to the Toronto Chapter, Cindy is currently in pursuit of her next designation, the CLU®.
Business Planning Specialist and Senior Insurance Advisor, Westmount Wealth Planning
Mehul specializes in advanced tax and estate planning for business owners and high-net-worth families. His unique financial plans provide clients with a detailed road map of their financial lives. A senior life insurance advisor, with expertise in creative insurance planning for incorporated individuals, Mehul believes in lifelong learning and continuously educating himself in the areas of tax and estate law. An active Advocis volunteer, Mehul is the 2018 recipient of the Leslie W. Dunstall Award, presented to candidates who achieved the highest examination marks for all CLU® course subjects.
CEO, Black Star Wealth
With the audacious goal of changing one million lives, Wendy is the inventor of the proprietary One Number Solution™. This unique system is a truly holistic plan that covers spending, debt repayment, saving for the future and a strong safety net – and simplifies everything down to one number the client can control! This system allows clients to achieve their financial goals faster and with less stress or anxiety and forms the foundation for retirement income planning and estate planning. Wendy regularly speaks about money consciousness and how to achieve lasting financial change because she believes wealth is so much more than a dollar amount, it is about the joys you have in life and how you live day-to-day. An Advocis and CALU member, Wendy is also an FP Canada media ambassador for the East Coast.