Greg Ardagh, BA, CFP®
Greg Ardagh is the President and CEO of Ardagh Financial Inc. He has been in the financial services industry since 1997, and has worked at a major investment management firm before building his own team of advisors and his own industry standard.
As the leader of the Ardagh team, Greg instilled the business principle of absolute transparency in his firm. From his experience in both retail and wholesale sides of the Canadian financial services industry, Greg learned that the best way to create trust is to share knowledge. Therefore, he innovated his service by hosting educational forums so his clients can gain a crystal vision of their investments. To Greg, a clear fee structure, a thorough explanation of products and proactive communication with clients are what separate a great financial advisor from an average one.
Greg is a graduate of The University of Western Ontario, he holds the Certified Financial Planner (CFP) designation and is working towards his Chartered Financial Analyst (CFA). He offers both Canadian investment funds as well as insurance products and continually completes educational courses through the Canadian Securities Institute. He lives in Newcastle with his wife and three sons. In his leisure time, Greg enjoys a game or two of golf.
Chris Ardagh, B.Sc, EPC
Chris Ardagh specializes in working with business owners and has been helping professionals succeed since 1994. As an owner himself, Chris understands the dual demand of financial planning in executives' lives. He strives to show his clients clear solutions that address both business needs as well as personal goals.
Chris' experience in the financial services industry has garnered him many opportunities to share his expertise at public events and wealth management seminars. He is passionate about helping owners achieve comfort and security, because he knows how hard they work in building their businesses. Furthermore, he creates the Transition Plan for his clients, so they can retire knowing that their lifework will continue safely.
Chris is a gradutate of McMaster University ( B Sc ) and takes special pride as an Elder Planner Counselor ( EPC ). His EPC designation allows him to manage expectations and evolve strategies for his clients as they move through the aging process. When you dont find Chris in the office, you can find him in the hockey rinks coaching or cheering his two boys in hockey or watching his daughter figure skate. Chris is fortunate to have his wife Krista support all that he is doing in his business building.
Siobhan O'Connor gravitates toward the needs of women, because she senses the need for a unique approach that addresses the issues women face. Having worked in large financial houses, Siobhan noticed that many female clients are underserved. Factors such as time restraints, lack of knowledge and feelings of intimidation formed obstacles between her clients and sound wealth management.
Since then, Siobhan decided to focus her efforts on reshaping the environment, so women investors can too enjoy transparency and financial clarity. By hosting educational gatherings, Siobhan provides information to her clients in a relaxed surrounding. By allowing herself a flexible schedule, she accommodates to her clients' busy lives.
Siobhan is committed to providing her clients with equal access to knowledge, because only then can they have equal access to investment opportunities.
Outside her work, Siobhan enjoys spending time with her husband and two young boys.