Kyler Smith 

FINANCIAL REPRESENTATIVE WITH WARD FINANCIAL GROUP INC.
Financial Advisor of Manulife Securities Incorporated.

Email Kyler

519.664.3066 X206

Kyler has been in the financial services industry since 1993. After working with the Toronto-Dominion Bank, he began his financial planning career with Investors Group in Waterloo. Kyler joined the Ward Financial Group team in April 2002.

KYLER OFFERS EXPERTISE IN EACH OF THE FOLLOWING AREAS.
  • Comprehensive Financial Retirement Planning
  • Investment Products - stocks, bonds, ETFs, mutual funds, segregated funds, GICs, term deposits, high interest savings
  • Life Insurance Solutions
  • Disability Income Solutions
  • Critical Illness Insurance
  • Corporate benefit programs including pensions and RRSP's
  • Extended Health Care Benefits for Individuals
  • Travel Insurance
DESIGNATIONS
  • CFP (Certified Financial Planner)
  • B.A. (McGill University)
 

David Archer 

FINANCIAL REPRESENTATIVE WITH WARD FINANCIAL GROUP INC.
Financial Advisor of Manulife Securities Incorporated.

Email David

519.664.3066 X205

David has been in the financial services industry since 2001. He began his financial planning career in 2003 with another leading financial services firm in Waterloo. David is a consummate professional who measures his success based upon the satisfaction of his clients. David joined the Ward Financial Group team in June 2009.

DAVID OFFERS EXPERTISE IN EACH OF THE FOLLOWING AREAS.
  • Comprehensive Financial and Retirement Planning
  • Wealth Management Solutions - stocks, bonds, ETFs, mutual funds, segregated funds, labour sponsored funds, GICs, term deposits, high interest savings
  • Risk Management Solutions - life insurance, disability insurance, critical illness insurance and long term care
  • Corporate benefits programs including pensions & group RRSP's
  • Group Life & Health Benefits
  • Extended Health Care Benefits for individuals
  • Travel Insurance
DESIGNATIONS
  • CFP (Certified Financial Planner)
  • B.A. (Wilfrid Laurier)
 

Michelle Van Ingen

CUSTOMER RELATIONS REPRESENTATIVE WITH WARD FINANCIAL GROUP INC.
Executive Assistant of Manulife Securities Incorporated

Email Michelle

519.664.3066 X202

Since February 2000, Michelle has been a part-time member of our service team. As an Executive Assistant, her responsibilities include handling client inquiries, processing paperwork, maintaining client relationships and other administrative duties. 

She is a graduate of the General Business program offered through Conestoga College. Other accomplishments include completion of the Relationship Management Systems workshops. 

While not working part-time for Ward Financial Group, Michelle enjoys time spent with her husband and two children. Camping is a family favorite but time alone may include cooking, reading and riding her motorcycle.

 

Joanne Pentsa

CUSTOMER RELATIONS REPRESENTATIVE WITH WARD FINANCIAL GROUP INC.
Executive Assistant of Manulife Securities Incorporated

Email Joanne

519.664.3066 X201

Joanne has been in the financial industry for over 20 years, specifically in the investment industry for the past 9 years. Joanne joined Ward Financial Group in 2002 as an Executive Assistant. 

Joanne’s responsibilities include handling client inquiries, processing paperwork and other administrative responsibilities. 

Joanne is married with 2 children.

 

Angie McNee

CUSTOMER RELATIONS REPRESENTATIVE WITH WARD FINANCIAL GROUP INC.
Executive Assistant of Manulife Securities Incorporated

angie@wardfinancial.net

519.664.3066 X203

Angie joined our team in September 2014.  As an Executive Assistant, her responsibilities include handling client inquiries, processing paperwork, maintaining client relationships and other administrative duties. 

Angie's passions include time spent in her garden, and reading.  Highlights of Angie's life are her 2 children and her puppy, Penny!  

 
 

Gerry Ward

FOUNDER OF WARD FINANCIAL GROUP INC.
Retired

Email Gerry

519.664.3066 X204

Gerry has been in the insurance business since 1986, following a successful career in Commercial Lending and Branch Management positions with CIBC.

GERRY OFFERED EXPERTISE IN EACH OF THE FOLLOWING AREAS.
  • Life Insurance Solutions
  • Group, Life & Health Benefits
  • Investment Products
  • Disability Income Solutions
  • Comprehensive Financial Planning
  • Group Pensions & RRSPs
 
 

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