About Us

Bryce Richardson, Certified Financial Planner, Fergus

Bryce Richardson CFP®, CLU, CH.F.C., CEA

Certified Financial Planner®, Certified Executor Advisor, President

With lifetime rural living east of Fergus, Bryce is the Co-founder, Co-owner & President of Ostic Financial Group. Husband to Brenda since 1977, father of two married children, and beginner grandfather, he enjoys tennis, music, snowmobiling and Haliburton cottaging.

Serving over 400 local families, retirees and people keen about retirement planning, Bryce executes the exactness and precision of his craft through our exclusive seven-step DreamQuest® financial planning process. He is highly disciplined and responsible, unquestionably trustworthy, and a maximizer of clients' opportunities.

Bryce believes people obtain superior results when working in partnership with a skilled, knowledgeable, principled financial advisor. These relationships deliver charted plans and coaching to make smart choices in gaining the highest probabilities for financial success.

Fiercely independent and objective, always working in his clients' best interests Bryce helps people retire sooner, and more comfortably.

Mutual Funds Provided Through FundEX Investments Inc.

Mark Mountjoy, Certified Financial Planner, Fergus

Mark Mountjoy CFP®, CEA

Certified Financial Planner®, Certified Executor Advisor, Vice President

A seasoned Financial Advisor since 2001, Mark has worked for and serviced a loyal clientele of families, empty nesters, boomers and business owners throughout Wellington and Dufferin counties.

Husband to Agatha and father of three children, Georgia, Murphy and Henry. Enjoys cottaging in the Kawarthas, sailing, fishing, golf and everything that gets him outdoors.

He provides sound guidance when your financial issues feel overwhelming. He is conscientious, with a near obsession for doing things right, and specializes in partnering with individuals and families in retirement income planning, wealth creation, and estate transition planning.

Also, he has expertise with business owners/executives on succession planning protection, group benefits and group investments/pension plans.

Mark believes in honouring your unique interests, worries, background, opportunities and preferences. For everything he commits to, whether large or small, he feels emotionally bound to follow through to its successful completion.

Mutual Funds Provided Through FundEX Investments Inc.

Andrew Dedousis, Certified Financial Planner, Fergus

Andrew Dedousis CFP®, HBA

Certified Financial Planner®

Residing in Guelph since 2004, Andrew is a husband and devoted family man. He is an enthusiast of tennis, basketball, and soccer. Being a good role model and citizen is important and he has been consistently recognized for exemplary client satisfaction and acknowledged for commitment to integrity and ethics.

A Financial Advisor since 2005, Andrew joined the Ostic Financial Group in the summer of 2017. He's a strong believer in teamwork, and recognizes the huge benefits attained when surrounded by a great team.

Andrew believes in building deep client relationships and has helped all generations of clients from many different backgrounds. He has a passion for people, and in his relentless pursuit to get to know you, he can help you fulfill your financial dreams.

Mutual Funds Provided Through FundEX Investments Inc.

Melanie McWhirter

Melanie McWhirter

Financial Advisor

Melanie was raised in Guelph and has lived in Fergus since 2006. She loves everything about our community and is very active volunteering her time with Junior Baseball and as a radio host on The Grand 101.1 local radio station every week.

As a proud, single mom of daughter Zoe, Melanie enjoys anything outdoors especially hiking, camping and playing baseball.

Melanie is driven to establish deep relationships with each of her clients, treating everyone with respect and integrity. Through our DreamQuest® process, Melanie creates financial solutions to fit each individual client's goals with simple plans and solid advice. Melanie enjoys working with growing families, boomers and empty nesters and small business owners.

Melanie has a strong background in investments, personal insurance and group benefits.

Mutual Funds Provided Through FundEX Investments Inc.

Jessica Flanjak

Jessica Flanjak

Licensed Assistant / Insurance Advisor

Residing in Fergus, Jessica is a graduate of Wilfrid Laurier University, with an Honours Degree in Communication Studies, with a minor in Business Administration. Cheerful and easy going, she enjoys interior design, reading, outdoor sports, and time with family and friends.

Dually licensed for personal and general insurance, Jessica is a Canadian Accredited Insurance Broker. Her passion for inspiring young families to understand, and make smart choices about their insurance needs and wants shows in all that she does.

Mutual Funds Provided Through FundEX Investments Inc.

Jayne Holmes

Jayne Holmes

Licensed Assistant / Team Leader

Jayne ensures our backstage delivers the ultimate client experience.

Her kind friendly manner shows in scheduling appointments, troubleshooting, and client communications.

She's extremely organized and caring in delegating paperwork detail for completion.

Jayne has been with our Ostic Financial Team since 1995.

Mutual Funds Provided Through FundEX Investments Inc.

Lynn Bodz

Lynn Bodz

Licensed Assistant / Client Service

From 1998 Lynn's been part of our team delivering helpful knowledgeable service to clients.

She's highly qualified working behind the scenes on portfolio optimizing, and has a focus on life insurance product servicing.

Lynn has prior life insurance and group benefits experience.

Mutual Funds Provided Through FundEX Investments Inc.

Joanne McDonald

Joanne McDonald

Client Service Representative

Joanne makes efficient and accurate work of her account research and processing in a most cheery way.

She also takes pride in her responsibilities for our Guaranteed Investment Certificate (G.I.C.) service.

Joanne has been part of our Ostic Financial Team since 1999.