ABOUT PARKGATE

Brett Reeder

Since the start of my career in 2015, I have built customized and complex plans to meet my clients’ financial goals, whether it be for their family or their business. I am excited to collaborate with Phil Grimes and Parkgate Financial Group to bring even more value to my clients; to grow their portfolios as I work with them throughout their retirement. My passion for building plans with my clients is second to none and has been a large part of my success in building deep client relationships.
I’m an animal lover and I’ve always been devoted to sports; hockey, baseball, rugby, and in recent years, golf. I enjoy building my client relationships through some of these shared passions and look forward to doing so for decades to come.

Phil Grimes

Since 1998, I have worked with clients to help improve their overall financial goals. I started Parkgate Financial Group Inc. and took on two representatives; Chris Barrett, who hired me, and John Wright who I welcomed into the business early on. I am an avid golfer, and hockey player, and I love to attend games with friends, family and clients.
I love to spend my free time with my wife Denise, and our daughters, especially at the cottage on the occasional weekend. In the past, I was a member of the Halton Children’s Aid Society board of director’s for more than 10 years and I have sat on the foundation board for 12 years. My emphasis on strong customer relationships has helped me achieve great success, which has been recognized by my peers in the industry.

Jean-Michel Lorrain

Bonjour, hello – as one of the newer members of the Parkgate Team I am committed to client-focused service. I am bilingual in French and English. Among my many past lives, I have a background in banking and financial investments at both the corporate and branch level. It gives me great pride to create personalize solutions to help you and your family achieve your security and financial goals. As a father of two, on weekends I also moonlight as a chauffer and volunteer hockey coach. While I am originally from Quebec, I have lived in many western provinces and over the past 13 years call Oakville home. My family and I love the four seasons of Canada and enjoy mountain biking, skiing, camping and fishing! We are a family who loves road trip adventures, and exploring the many beautiful regions of Canada.

Nadia Potter

I began my career as an insurance and investment advisor in 2019, and from day one my focus has been on my clients and what’s best for them and their families. I’m a firm believer in building a comprehensive financial plan—starting with a clear roadmap and letting the plan guide the way. This approach allows my clients and me to work together with honesty, transparency, and integrity.

As a mother of two young children, I understand firsthand how essential family protection is in any financial strategy. I live by the philosophy of “hope for the best, plan for the worst,” and I’m dedicated to ensuring your family’s wealth and well-being are protected no matter what the future holds.

Outside of work, I love spending quality time with my husband and kids. I enjoy golfing, baking, and fostering animals for our local shelter. In my community, I’m known not only as the neighborhood “financial lady,” but also as the resident cat expert—I’ve fostered more than 1,000 cats and kittens for the Humane Society over the past decade.

So whether you’re looking for sound financial advice, a comprehensive plan for your family, or even thinking about adopting a cat—I’m your girl, and I’m always happy to help.

Kate Duffy

I am originally from Burlington, ON but recently moved to Grimsby with my husband. I am very passionate about animals and hope to one day open my own animal sanctuary. I went to school for Cosmetic Management at Seneca College in Toronto and I worked in the cosmetic field for many years until I took interest in the finance world. I now use my love for customer service and in depth administration knowledge to work with Parkgate Financial Group and I am very excited about the future with this wonderful group of people.

Angela Tadic

I was born and raised in Hamilton and still call the city my home. I have over 30 years of experience in customer service, working in the both the retail and financial sector. Throughout my career, I have developed a reputation for building strong client relationships and delivering top-notch service. I am passionate about helping clients achieve their goals efficiently. Prior to joining Parkgate Financial I worked at Canada Life for over 15 years and held managerial positions in the retail sector. In my spare time I love to spend time with my daughter, travel and read.

Chris Barrett BA, CFP, CLU

Since 1992, I have had the privilege of working with clients to create financial plans to help protect them from risks affecting their family and/or business and guide them to retirement and then to drawing income effectively. I have built strong relationships based on trust by treating each client as an individual, listening, and asking probing questions regarding their goals and dreams, then, building financial plans around this.

Pat Burgess

For 35 years of service, I have been providing my clients with insurance and investment needs, always available and careful to meet their individual requirements and goals.
I tailor a plan specific to their needs after we review their finances, income, savings and investments. I believe it is important to regularly review these plans to reflect changes as they occur. I take great pride in the importance of my job to help with retirement and estate planning, as well as offer disability and critical illness insurance as income protection.

Darryl Bowles

Since 2005, I've had the honour of working with my clients helping them accomplish their financial, retirement and estate goals. I take pride in developing trust and strong relationships with my clients. I've had clients tell me that I've, in a way, become part of their family. I take this as a tremendous compliment as family is very important to me.

Before joining Parkgate Financial Group Inc. I worked as a Freedom 55 Financial/Canada Life Financial Advisor for 12 years. My previous work background was in business management. In school, I majored in Finance and Accounting. I understand the importance of continuing education to keep my financial planning knowledge current. I have completed all my CFP learning courses and regularly attend conferences and seminars to keep up to date on the financial industry. Financially, I practice what I preach. From the time I was 13, I enjoyed saving money and have never stopped. Now, I enjoy passing on the financial security planning knowledge that I've learned, to my clients.

I was born and raised in Ontario. I have strong roots to New Brunswick and Nova Scotia where my parents were born. I am proud a Canadian with my grandfather, Aunt and Uncles previously serving and protecting Canada in the Army, Air Force, and Navy. My ethnic background is Irish, British and Italian.

I love traveling throughout Canada, United States, and the world learning about other cultures. In 2020, I plan to visit Asia and Europe. I have tremendous joy for sports, in particular hockey, tennis, and mixed martial arts. After many years of dedication and hard work, I proudly achieved my black belt in Karate in 2018, and I'm now taking Krav Maga. I also enjoy going for drives and road trips, sharing time with family and friends, and frequenting restaurants and movies. But, nothing gives me greater joy than spending time with my wife Luisa and my daughters Marissa and Cassandra.

Dan Haney

I am a native Montrealer who joined London Life in 1975 as a Group Representative at the Montreal Group Office. After working in Montreal, Ottawa and the Maritimes, I was transferred to Hamilton in 1981 with London Life as a Group Sales Manager. In July 1984, I transferred to the former London Life General Sales Division, now Freedom 55 Financial. I joined Parkgate Financial Group in September 2018 as an Associate Advisor. I am a Past President of ADVOCIS, Hamilton Chapter, our professional association as well as a Past President of the Rotary Club of Burlington. Currently, I am a member of the Board of Directors of the Hamilton District Society for Disabled Children. When not at work, I enjoy spending time with my wife, Lisa, our two adult daughters, Cassandra and Danielle, and our canine daughter, Addie.

Diane Malcolmson

I was born and raised in Dundas, Ontario and married my best friend and high school sweetheart. After working for several years as a social service worker, I made a career change to office administration. I joined the Parkgate team in 2010. After five years in social service work and 10 years in office administration, I've discovered that the central theme of my career has been making people's lives easier. Between working with the financial security advisors on our team and interacting with clients on a daily basis, I get to realize that theme every day, which makes my job very satisfying.

Andrew Potter

Starting my career in 2005 | have had the privilege of helping Canadians successfully navigate their financial futures through multiple facets of the industry. My experience as a planner started with a large investment planning firm moving to a large Canadian Bank and most recently working as a planning consultant with one of the largest insurance companies in Canada. By joining Parkgate I look forward to helping our clients reach their goals and protect their legacies through in-depth financial planning with an emphasis on integrity and understanding.
| am married with two wonderful children, my hobbies include golfing in the summer and hockey in the winter, | also enjoy traveling and experiencing new adventures with my kids. My ambition is to support and understand each client’s needs and goals, and provide comprehensive plans that are individually tailored to their unique situations.