"Do not save what is left after spending.  Spend what is left after saving.

Warren Buffet

The Team

Mary McMahon has worked in the financial industry for over 25 years. She completed her FPSC Level 1 Certificate and is working towards her Certified Financial Planning designation. Her goal is to treat every client the way she wants to be treated - with respect, honesty and care.  After all, it is your money, your goals, and you deserve to be treated as such. 

 

Over the years, Mary has enjoyed working and helping clients achieve their financial goals. She educates and empowers her clients towards financial independence through a variety of financial strategies. Mary loves seeing her clients happy and satisfied with the work.

 On the home front, Mary is a mom to 2 beautiful children, Mitchel and Alexia, who keep her on her toes. 

Mary McMahon
Financial Advisor

Mary.financialgroup@gmail.com

(905) - 220 - 7723

 

As a Mortgage Agent/Broker, I work as an intermediary between homebuyers/homeowners and financial institutions or lenders to provide the best mortgage solution.  I am affiliated with over 57 banks and lenders across Canada to leverage the lowest rates, payment options, privileges and conditions to suit your individual needs.

 

15 years of banking experience and 6 years brokering, my aim is to help all buyers achieve their homeownership goals….whether it’s 1st time, vacation home, rental property, debt consolidation, renovation refinancing, transfers from banks, credit repair or qualifying as a Business for Self.  I provide a service that extends beyond the closing date…always there to answer your questions and help you make that next financing move.

Lily Rendulic

After a few years of working in Toronto, Karen has been a member of the Hamilton legal community since 2010 as her main areas of practice include wills & estates, estate litigation, real estate, corporate law, commercial litigation, and personal injury law. Karen has appeared at all levels of the Superior Court of Justice and regularly represents clients in mediation proceedings. 

 

Whether you need a basic will or a full estate plan, Karen helps you understand all of your options and walk you through the process. If you have any legal questions, or are simply curious about how wills and estate administration work, please contact her any time. Karen's goal is to make every client feel comfortable, informed, and confident.

Karen Morimoto
Estate Lawyer
C:  (905)220-7723
F:  (289)396-3182

Kristen is a passionate content creator who dedicates her time to helping business and entrepreneurs boost traffic, sales, and awareness through written content, copy, and design. Over the last 3 years, she has written and published a book, was featured in Reinvented, the Life Rattle Press Podcast, and written for a multitude of websites both in Canada and the United States.

Kristen has take on many creative projects for businesses in various industries where she devotes her time to writing blogs, curating social media content, and editing. 

For all things digital, contact Kristen with any questions you have about creating valuable content. 

Kristen Antonia
Digital Communications Manager

info.kristenantonia@gmail.com

 (416) 270 - 4098

http://www.kristenantonia.com

Want to learn more? Contact Us!

* Mutual funds products are offered through Investia Financial Services Inc.Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.Mutual funds are sold exclusively by mutual fund representatives who are licensed by Provincial regulators and registered with Investia Financial Services Inc. (Investia). Investia does not provide or distribute any advice or product other than those that are directly related to the sale of mutual funds. Any representative who provides or offers other advice or services must hold the necessary licenses and deal with entities (other than Investia) that are duly registered with the competent authorities. Insurance products are provided through multiple insurance carriers.Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Mutual funds offered through Investia Financial Services Ins.  www.investia.ca

Insurance products offered through multiple insurance carriers.

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