Michele Hendriks CFP®, FMA, RRC
Michele is an Executive Financial Consultant in the practice. She has over 25 years of experience in the financial industry, and holds a degree in Business Administration and Psychology from Brock University and a diploma in Marketing from Mohawk College.
Michele's passion for finance began at a young age while running her first small business, a local paper route. Managing clients and the financial aspects of her business brought her immense joy, solidifying her career path in finance and client service.
An advocate for continuous education, Michele has earned several designations, including CERTIFIED FINANCIAL PLANNER® and Registered Retirement Consultant. She is also licensed in insurance, helping clients protect themselves from the unexpected, secure their wealth, and pass on a legacy in a tax-efficient manner.
After working in a corporate banking model for many years, Michele felt that the focus on sales targets overshadowed the real needs of clients. This led her to leave that environment and establish her own practice in 2012. Now, she can serve clients in the way she believes they deserve, providing regular consultations and dedicating ample time to help them navigate their financial matters. She takes great pride in her dedicated team, whose support enhances the client experience significantly.
Despite not considering her business as "work," Michele makes time for her other passions. She enjoys traveling with her husband and three adult children, as well as golfing, skiing, and spending time with family and friends. She is also involved in many community initiatives including fundraisers for United Way, Gillian’s Place and Hospice Niagara.
Megan Hendriks
Megan has been actively engaged as an Associate Consultant as she aspires to emulate her mother Michele's successful career in the financial industry. Currently licensed to sell mutual funds and insurance, she is eager to continue her education and is working to obtaining the CERTIFIED FINANCIAL PLANNER® designation. Together with Lindsay, Megan demonstrates a dedicated commitment to client service while providing crucial support to Michele behind the scenes.
In her spare time, Megan actively participates in intramural sports, is an active member in the Niagara community and enjoys entertaining friends and family at her home. She is also an avid traveler and has a passion for graphic design.
Lindsay Martens
Lindsay is a highly motivated and ambitious individual dedicated to meeting the needs of our clients. She provides a welcoming face and voice as the first point of contact for clients. Behind the scenes, Lindsay is instrumental, processing trades under the direction of Michele and assisting the team with various administrative and operational tasks. This is not the first time Michele and Lindsay have worked together. They met and clicked many years ago while both working for a local credit union.
Lindsay is a dedicated wife and mother to three busy kids. She juggles her "free" time between hockey practices/games, music lessons and many other kid related things. She enjoys traveling and is also a dedicated volunteer at her church.