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.
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.
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.
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.
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.
Terry joined the Ostic Financial Group in 2021 and comes to us with prior experience in the financial industry.
Her focus is on account research, processing and our G.I.C. (Guaranteed Investment Certificate) service.
She has a great attention to detail and ensures tasks are completed with accuracy and efficiency.