"The Jack Pine grows to any shape that suits the light,
suits the winds, suits itself," - Milton Acorn
Like a great suit or a great dress, the best financial plan is the one that is tailored to fit you. Our financial planners' down to earth style, real life experience and expertise, will help you create the plan that is right for you.
Whether you’re saving for your first home, a child’s education, or considering retirement, we can assist you every step of the way. Start big, or start small, but let's start somewhere.
There are many phases of retirement, and many different income sources to draw from, your personal savings, employer sponsored plans and government benefits. Navigating your income stream doesn't have to be stressful.
Financial security means protecting what means the most to you. We believe in working together to identify the risks, and educating you on all the options available, so it's easy to decide what works best for you and your family.
Your retirement is uniquely yours. Whether you want to travel, explore, golf, indulge, garden, read, or just simply relax, we can guide you to live the retirement life you've been dreaming of.
You've worked hard, and done well, let's ensure that you and your loved ones can enjoy the rewards of your efforts, for decades to come.
Your story matters to us, and we can relate. We are committed to the responsible creation and preservation of wealth for our clients and their families.
Our firm was founded in 2003 on fundamental principles that are as true today as when they started. Our clients deserve to not only be treated with respect, but with kindness and compassion.
We are devoted to building and maintaining the relationships and trust that are needed to create a plan that is sustainable for the future and for generations to come.
Oriana is a dedicated wife, mother, daughter and grand-daughter. Oriana and her family are a true Canadian hockey family. You will find them watching, playing and coaching hockey throughout the year. Oriana, her family and their dog Blue, are also lovers of nature and the outdoors. Enjoying as much time as possible at their remote cabin in the woods. Oriana also enjoys gardening, woodworking, and designing and renovating, and forever has a project on the go. She thoroughly enjoyed spending much of her free time recently renovating the Union North office.
Oriana has her CFP designation and over 15 years of experience in the financial services industry as well as a family business background. Oriana is strongly committed to continuously educating herself and is currently studying for the Canadian Life Underwriters designation.
Heather is a devoted mom, nanny, friend, mentor and puppy mom to Ryder. She loves spending time with her sons, Ray and Adam, their amazing wives and and her beautiful grand-daughter. When Heather isn't spending time with family and friends, she enjoys taking care of her home and garden. She's also an active member of her congregation, at the Oasis Community Church, where she volunteers in the nursery. When she has the opportunity, Heather loves to travel.
Heather has her CFP designation and over 30 years experience in the financial services industry. Heather brings extensive knowledge and expertise to all aspects of financial planning.
Angie is a loyal wife, mother, daughter, sister, and friend. You will often find Angie, her family and 2 dogs, outside on their acreage, cooking and entertaining friends and family, and tending to their beehives. They love being outside and enjoy spending as much time as possible at their family’s cottage in Kenora, Ontario, fishing and boating.
Angie has worked in the Investment and Insurance industries for over 10 years in an administrative capacity. She enjoys getting to know clients and their families. For several years Angie, along with her husband, have sat on their local minor hockey board, giving back to the sport that their kids played, and they enjoyed as a family for years.
Melanie is a caring wife to her husband Ray and puppy Mama to Huntr. She loves to hike, canoe and travel the world. Some of their favourite traveling experiences were hiking the Inca Trail to Machu Picchu in Peru, safaris in Tanzania, and gorilla trekking in Rwanda. Back home, Melanie loves to cook, trying to recreate those unique culinary experiences she's enjoyed abroad. She is also an avid reader and loves anything by Agatha Christie. Melanie loves the semi-annual Children’s Hospital book sale and finding those treasured literary gems in support of a good cause.
Melanie started with Union North Financial Management in May, 2014 and works behind the scenes as the Senior Administrator. She graduated First Class Honours from the University of Manitoba with a Bachelor of Science, Honours in Microbiology.