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.
For almost 40 years, Paul has helped individual families, with financial net-worth big and small, meet their financial objectives by employing sound financial planning strategies and practices.
His ability to explain investment market fluctuations and financial industry changes in an easy to understand manner allows his clients to feel confident in their decisions and appreciate the progress they are making to their financial goals.
Paul is an enthusiastic sponsor of the Kitchener Blues Festival and enjoys skiing and cottaging with his children, Michael and Grace.
Jennifer focuses on understanding her client's full financial picture and creating a sound plan that is tax efficient, cost effective and tailored to her client's specific long and short term goals.
Jennifer is a Certified Financial Planner and has several years of experience helping families and individuals with their unique financial planning needs. Recognizing that those 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 help you navigate through changes as they occur, while protecting what you have already built.
Jennifer graduated from the University of Guelph in 1995 with a Bachelor of Arts degree. In her free time, Jennifer enjoys writing fiction, travelling across the globe with her partner, Jason and going for long walks with her Golden Doodle, Edison. Jennifer lives in the beautiful village of Elora, Ontario and is the proud mother of two young adults, Kyle and Ryan.
Emma is an integral part of our team and dedicates her time and skills to developing comprehensive retirement and estate plans. Part of her role is delving into tax and product research to make sure that we, as a team, are relevant and are providing our clients with the information tailored to their specific needs.
Following Emma's original role as an administrative assistant in the office, Emma has acquired both her life insurance and mutual fund licenses. She has recently obtained her Certified Financial Planning designation.
After graduating from the University of Waterloo in 2011, Emma spent two years teaching English on the Southeast coast of South Korea. When she is not in the office, Emma enjoys spending time with her family and practicing yoga at a local studio.
Judy is an Administrative Assistant with more than twenty years of experience in the financial services industry. Prior to joining Huntley O'Hagan in March 2018, Judy worked with small business and financial planning teams, helping clients with issue resolution and inquiries.
Passionate about service excellence, Judy approaches all aspects of her role with integrity and from a client-focused perspective. Judy's ability to establish strong relationships consistently results in making client satisfaction a point of differentiation.
Well-known for solving problems, if Judy doesn't have an answer she will find it. She earned the nickname “1-800 Judy help me” and the Regional President's Award for her role as a resource and mentor.
When she's not assisting clients, Judy enjoys gardening and participating in the Central Frederick Art Walk. She lives in Kitchener with her husband Dave, young adult sons Andrew and Alan, and their golden retriever Shasta.
Kirsty joined the Huntley O'Hagan team in the latter part of 2019. While she is new to the world of financial planning, Kirsty has adapted quickly to her new environment and takes pride in providing efficient, friendly service. She enjoys being an integral part of our team by assisting our clients with the numerous administrative tasks required to help them meet their financial goals.
Kirsty has experience in a variety of fields including human resources, construction, and government settings. Kirsty has received numerous awards of distinction, including the Gold Duke of Edinburgh's International Award, which was presented by HRH The Duke of Kent in 2016. This award is presented to young people ages 14-24 for their efforts in personal leadership, community service, skill development, and physical recreation.
Kirsty graduated from Glendon College of York University in 2018. When not at work, Kirsty is active in various community volunteer positions as a member of the Kitchener-Waterloo Little Theatre, a Director on the board of the Toronto Historical Association, and a member of the Costume Society of Ontario.
While new to the financial planning field, Michelle has quickly established her place within the Huntley O'Hagan team since joining in late 2021. Michelle's enthusiasm for learning new things has allowed her to adapt swiftly to her new role. She takes pride in responding to clients in a friendly and efficient manner.
With a background in customer service in the bridal wholesale industry, Michelle understands the importance of approaching all problems from a customer-focused perspective.
Since graduating from the University of Waterloo in 2014 with a Bachelor of Arts, Michelle has moved back to her hometown of Elmira where she lives with her husband Mike and their rescue cat Whiskey. In her free time, Michelle enjoys knitting and crochet, as well as playing ringette and baseball.
We serve individuals, families and businesses in the Waterloo area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: