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About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Paul Huntley, CFP, CLU

Certified Financial Planner


In 2014, Paul celebrated the 35th Anniversary of his entrance into the financial services industry. He graduated in 1979 from the University of Waterloo with a degree in Honours Economics.

Paul’s commitment to staying in touch – a hallmark of his business – assures his clients that their financial well-being is taken seriously.

"Although technology has allowed us to conveniently communicate with clients via email, I still make a point of picking up the phone to talk to clients throughout the year."

Originally from Walkerton, Ontario, Paul continues to return to his hometown to see clients there on a regular basis. For the past 35 years, Paul has established his home and his business in the Kitchener-Waterloo community.

Paul is a very enthusiastic sponsor of Main Stage acts at the Kitchener Blues Festival each year.

Paul is the proud father of Michael and Grace.


Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Jennifer Warren, CFP

Certified Financial Planner


After graduating in 1995 from the University of Guelph with a Bachelor of Arts degree, Jennifer became a realtor and enjoyed helping families find their new homes in the township of Centre Wellington.

In 2005, Jennifer began her career in the financial services industry. As a Certified Financial Planner, she understands that whether you are just starting out or have already amassed substantial assets, sound investment advice that considers your personal goals, individual tax circumstances and cash flow is crucial to your financial success. Jennifer takes the time to understand your unique financial needs and works with you to develop a plan designed to fit in with your lifestyle.

Jennifer enjoys helping families build a solid financial future. Recognizing that needs change over time, she believes that regular communication with her clients is essential. All life events, such as marriage, divorce, new careers, birth and death have an effect on your finances. Jennifer will navigate you through the questions and concerns as they arise.

Jennifer lives in Elora, Ontario, and is the proud mother of her two boys, Kyle and Ryan.


Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Emma Hurst

Licensed Assistant


After graduating from the University of Waterloo in 2011 with a Bachelor of Arts, Emma decided to expand her horizons and teach English in South Korea for two years.

Upon her return, she explored new opportunities and joined Huntley O’Hagan Financial Planning in April 2015.

As a part of our Administrative Team, she is involved in various aspects of our business and is dedicated to providing friendly and efficient client service.

She is interested in the financial services industry and is currently working toward expanding her skills by continuing her education.

Emma lives in Kitchener and volunteers at her local library.

Olivia Paquette

Administrative Assistant


Olivia graduated from Nipissing University with a Bachelor of Arts (Honors) in Gender Studies and Social Justice and a minor in Business (marketing).

Throughout her life she has enjoyed travelling. After graduating from University Olivia decided to work and live abroad. She moved to Seoul in South Korea and taught English to ESL students in a private academy for one year.

Upon her return, she joined Huntley O’Hagan Financial Planning in February 2016.

As a part of our Administrative Team, she is involved in the processing of transactions and marketing, and is dedicated to providing friendly and efficient service to our clients.

She loves learning new things and she is interested in growing her skill set within the financial services industry. Olivia continues to expand upon her responsibilities within the company.

Olivia currently lives in Guelph and enjoys equestrian showjumping, basketball, baseball, beach volleyball, fashion, and reading.