Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
CFA, MBA, P.Eng
Senior Wealth Advisor & Senior Portfolio Manager
Eric Dionne, CFA, MBA, P. Eng, is a Senior Wealth Advisor and Senior Portfolio Manager with over 15 years of experience helping families achieve their long‑term financial goals. As the team’s leader, Eric focuses on building strong processes and a collaborative and diverse team to deliver consistent advice and service through all stages of life.
Eric began his career as a mechanical engineer before switching gears to pursue his interest in investing. Eric went on to earn an MBA specializing in Investment Management and the Chartered Financial Analyst (CFA) designation. He is deeply committed to his community and is actively involved with the Rotary Club of Barrie‑Kempenfelt.
Originally from Kapuskasing, Eric has lived in Simcoe County for nearly 20 years and now resides in Springwater with his spouse, Liz, their two rambunctious sons, and their yellow lab Zip. He is a cycling enthusiast, snowmobiler, and enjoys spending time outdoors.
Wealth Advisor
Meghan Simpson, TEP, CFP® is a Wealth Advisor and in addition to directly supporting many families, she also leads the team’s Estate Planning and Insurance services. Meghan is known for building close relationships and helping families navigate life’s milestones with clarity and care.
Earlier in her career, Meghan spent nearly a decade in the charitable sector in a revenue development capacity bringing a unique skillset to the team. Her personal and professional experiences inform a thoughtful, creative approach to both her work and community involvement.
Drawn to Barrie’s outdoor lifestyle, Meghan and her husband moved here 20 years ago to raise their family. When not at the office, she enjoys rowing on Lake Simcoe, hiking, strength training, and trying to keep up with her teenage daughters and Goose, the family’s turbo-charged dog.
Wealth Advisor
Blake Emmott, CPA, CA, CIM® is a Wealth Advisor specializing in goals‑based financial planning, investment management, and tax strategy for affluent families, business owners, executives, and professionals. He is a trusted advisor on complex financial matters and regularly supports business owners through key transitions, including life post‑sale, addressing cash flow planning, investment strategy, tax efficiency, family governance, wealth transfer, and philanthropy. Blake co‑leads the firm’s Investment Selection Committee and brings a strong technical foundation from his background in commercial banking and public accounting, where he gained experience in audit, advisory services, and corporate and personal taxation.
Outside of work, Blake enjoys travelling with his young growing family, discovering great food, and spending time outdoors skiing, hiking, and working on his golf game.
Wealth Advisor & Associate Portfolio Manager
Graham Ferguson, MBA, CFP®, TEP, CIM® works with families predominantly in the areas of investment management and financial planning. As the team’s financial planning lead, he assists many families in retirement planning, transitioning their family businesses and developing cash flow strategies. Graham is a Trust and Estate Practitioner (TEP), a CERTIFIED FINANCIAL PLANNER, and a Chartered Investment Manager (CIM®). Graham holds an economics degree with a focus on statistical analysis, as well as an MBA.
Graham was born and raised in Barrie. He believes it is important to give back to the community and serves on the boards of various local charities. Outside of the office, Graham is an avid outdoorsman, often spending time camping, hunting and fishing. He enjoys golfing, staying active, and spending time with his family and friends.
Associate Wealth Advisor
Lesley Tierney, CIM® is an Associate Wealth Advisor known for her client-first approach and attention to detail. She graduated with an Honours BA in Economics from McMaster University and joined the industry in 2017. She is also a Chartered Investment Manager. Lesley leads the team’s administrative, compliance, and trade execution functions and is a member of the Investment Selection Committee, focusing on fixed income research.
Lesley grew up in Simcoe County, and still lives locally with her husband, their son and two cats. Outside of work, she is an avid baseball fan and loves to spend time outside with friends and family: camping, hiking, or in the garden.
Administrative Associate
Grace Medeiros is the newest member of the team and provides administrative and operational support. Grace’s attention to detail and responsiveness helps keep the team organized and running smoothly. With a Business Administration diploma from Georgian College, she brings a solid understanding of business processes that contributes to the overall flow of day-to-day operations. Grace focuses on being steady and easy to work with and no matter what the task, she approaches her work with patience and consistency.
Outside of work, Grace enjoys cooking and trying new recipes, as well as crafting and working on creative projects. These hobbies give her a chance to unwind and bring a bit of creativity into her everyday life.
Outside of work, Blake enjoys travelling with his young growing family, discovering great food, and spending time outdoors skiing, hiking, and working on his golf game.
