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As your guides in navigating your financial future, we’re here to provide support and to answer any of your questions and concerns.

Our Story

“A goal is a dream with a deadline” – Napoleon Hill

We’re All About Financial Planning

Our motto is “Plan to Succeed.” We want you to visualize success in reaching your financial goals. We work with you to establish your goals and help you understand the financial decisions that you make each step of the way. We have the framework, tools, experience and passion to not only bring your financial goals into clear focus, but to develop and implement strategies that will allow you to achieve them.

Long History

In 2006, after 10 years of working with a major bank, a wealth management firm in Toronto, and a financial institution supporting the accounting needs of hedge funds in New York City, Stephanie Piroli was introduced to Priscilla Monteith a Certified General Accountant and Financial Planner. At the time, Priscilla co-owned Monteith & Monteith, Certified General Accountants, providing accounting and tax services. She also founded Monteith Financial Group and partnered with Manulife Securities to further meet the needs of her clients.

Stephanie and Priscilla quickly discovered that they shared the vision of helping clients meet their financial goals through planning.

Using a financial planning process, they were able to identify gaps between a client’s financial objectives and the investments held to meet them. They recognized missed opportunities to save on taxes and maximize social benefits provided by the government. They assisted clients in mapping out a strategy to meet their goals. They provided clients with ongoing guidance to ensure they stayed on track.

Stephanie and Priscilla worked closely together for over 14 years serving their clients up until Priscilla’s retirement in 2021.

With Stephanie now leading the team, she, together with her accomplished office, continue helping clients every day to make informed and sound decisions to meet their unique financial goals.

“Today, I find it deeply fulfilling to be that person who provides the expertise, direction, and personal support clients need in dealing with uncontrollable events and preparing for their life ahead.”

Come plan with us – contact us today to arrange a meeting.

“Sometimes the smallest step in the right direction ends up being the biggest step of your life.
Tip toe if you must, but take a step.”

 -Naeem Callaway

Stephanie Piroli Photo
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Stephanie Piroli

BAccS, CPA, CGA, CFP, EPC1nl1Financial Advisor

Stephanie began her career as a trusted Financial Advisor in 2006 after 10 years of working in various accounting and investment related roles at several large financial institutions. She has a sincere understanding that clients need to be listened to, respected, and provided sound financial advice.

Stephanie is dedicated to developing long term client relationships and uses her passion for financial planning to assist individuals, families, and business owners in achieving their financial goals. Stephanie uses numerous investment, insurance, and tax minimization strategies to enhance and protect the wealth of her clients. 

Stephanie is known for simplifying the complex world of finances so clients can feel a sense of clarity and confidence about the path they have chosen. She believes that following a financial planning process increases your chance of success. 

Stephanie is licensed to offer a broad range of investment and insurance solutions.  She holds the gold standard Certified Financial Planning Designation and uses financial planning as the cornerstone for all client engagements.  She completed her professional Certified General Accountant designation in 2005 and maintains membership with the Chartered Professional Accountants Association. She also has a Bachelor of Accounting Science degree and a college diploma in Business Administration Accounting.

“I love that I can bring my accounting, investment, and financial planning experience together to help clients solve not only the “numbers problems” but also how they relate to their lives, relationships, and financial goals.” 

When not in the office, Stephanie spends time with her husband Charles, their three teenagers Matthew, Andrew, and Juliana, and their Maltipoo named Lucky. Competitive hockey and dance bring structure and joy to their home. “I love watching our children learn, experience life, and grow into the amazing people they are. I am grateful for being able to live this wonderful life, and enjoy the challenges of a fulfilling career”.

(905) 572-7526 Ext. 122 

Brenda Vandyk Photo
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Brenda Vandyk

Assistant Investment Representative

Brenda has worked with our organization since 2001 and has a wealth of experience in the financial industry. A graduate of the Mohawk College Office Management program, Brenda has comprehensive knowledge of nearly every facet of our business. She completed her Canadian Securities Course in 2008 and is a licensed Assistant Investment Representative. Brenda’s main focus now is to manage and coordinate the growing insurance side of our practice.

Brenda is a key support to Stephanie ensuring financial recommendations are carried out timely and accurately. Brenda prepares and processes insurance, investment, and GIC paperwork; she also prepares insurance quotes, and monitors important deadlines to ensure clients’ needs are well taken care of.

Brenda has a warm reputation with our clients’, and they know they can count on her to not only get the job done but she does so enthusiastically and with the highest level of care.

“Nothing leaves my desk until I am 100% sure we have the best results for our clients.”

Brenda ensures that everything we do is in our clients’ best interest and treats everyone like family. In her leisure time, she enjoys reading, swimming, watching a great film, and being with family and friends.

(905) 572-7526 Ext. 125

 Hellen Dale Photo
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Hellen Dale

BA (Econ)1nl1Assistant Investment Representative

Hellen has over 15 years of financial industry experience, a B.A. in Economics from York University, and a diploma in Business Management from Humber College. We welcomed Hellen to our team in 2014. She completed the Canadian Securities Course in 2015 and is a licensed Assistant Investment Representative. Hellen is a vital contributor to our team and has been instrumental in the development of new processes.

Hellen is a key support to Stephanie ensuring meeting preparedness and performing all of the tasks essential to exceeding our clients’ expectations. Hellen’s calm demeanour in the midst of tight deadlines enables her to ensure the accurate and timely processing of client paperwork. She also prepares investment account applications, pension transfer paperwork, Morningstar investment performance reports, processes investment trades, manages Registered Education Savings Plans withdrawals, and handles death claim paperwork.

“Each new day brings interesting work. I enjoy new challenges and working together to achieve them.”

Away from the office, Hellen is highly involved with her church and has a degree in Theology. Hellen shares her gracious enjoyment of life with her husband Steve and their son Ramesh. Recently, she’s particularly excited about having purchased a new home.

(905) 572-7526 Ext. 126

Vatsala Gupta Photo
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Vatsala Gupta

MSc., B. Com1nl1Investment Advisor Assistant

Vatsala has 8 years experience in the financial advisory services industry working with a Fortune 500 company.  She has a Master of Science (MSc.) degree in Finance and Management from Loughborough University and a Bachelor of Commerce (Hons.) degree from Delhi University. She joined our team in 2020 having completed the CSC course and is a licensed Investment Advisor Assistant with our firm. Vatsala is a highly focused person who begins every task with the end result in mind.

Vatsala is a key support to Stephanie.  She has extensive experience with financial industry software and assists Stephanie in the updating of our clients’ financial plans. Vatsala is also responsible for meeting preparation, completing investment trades on Stephanie's instructions, the accurate and timely processing of account applications and transfers, and helps maintain our Morningstar model portfolios.

“I believe that if you put your shoulder to the wheel, you can overcome obstacles and reach for the moon. This is what I strive for when working towards solutions for clients. Merely trying is not good enough!”

Vatsala loves to travel and explore new places. She is an avid reader, a movie buff, and has a keen interest in dance. She also enjoys talking to her mom (a pillar of strength), video conversations with her nephew (a stressbuster) and spending time with close friends. Although an introvert, she is curious about everything and relishes a quality conversation. She lives with the philosophy of “Today is where your book begins, the rest is still unwritten.”

(905) 572-7526 Ext. 123

Nancy Alderice Photo
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Nancy Alderice

Administrative Assistant

Nancy is our Administrative Assistant and joined our team in 2020. Nancy achieved her Business Administration Diploma in 1997 from Herzing Career College in Winnipeg where she was born and raised. The first time we met Nancy, we knew, with her outgoing and joyful personality, she would connect easily with our long-time clients.

Nancy proactively contacts our clients to schedule meetings and manages Stephanie’s calendar. She ensures we meet regularly with our clients to meet our high service standards. Nancy organizes our zoom video meetings and greets our clients when they visit us in the office. She also handles the office administrative tasks along with taking care of our marketing initiatives. Nancy is always willing to jump in to help with other projects and paperwork when needed.

Shortly after starting with us and talking to so many of our clients Nancy told us “You have the best clients. They are all so nice”. It is true, we are very grateful to have such wonderful clients.

“I believe we are put exactly where we need to be EXACTLY when we need to be there.”

Nancy is an eternal optimist and spreads positivity whenever she can to help others focus on the good over the bad in any situation. In her spare time, she enjoys spending time with her husband Dave, children Steven, Andrew, and Katie, her dog Molly, and three cats; Baby, Zoey, and Bella. She volunteers with the Canadian Red Cross and contributes her time to the Kelly Shires Breast Cancer Foundation since 2005. She enjoys a good game of slo-pitch softball or a round of golf.

905) 572-7526 Ext. 128