About Us

The Advisors

Who we are: John Maude, Bridget Maude and Trevor Merrick

How we can help you: Whether you are new to investing, wanting to plan your upcoming retirement or simply want help with your financial plan, our advisors are here to help. We are able to book face to face meetings Monday through Friday, as well as set up telephone meetings for our clients a little further away. At Maude Financial, our advisors are here to help you with:

  • Retirement planning/Saving plans
  • Estate planning
  • Financial plans/budgets
  • Life insurance, critical illness and disability insurance needs
  • Group benefits/RRSP plans for businesses
  • Corporate investments and insurance planning for business owners
  • Questions regarding any our investments or available funds

The Administrators

Who we are: Joanne Graff and Samantha Cochrane

How we can help you: After you have met with one of our advisors and your accounts are active, we are available to help you will a full range of administrative tasks such as:

  • Updating personal and account information
  • Balances and transactions within your accounts
  • Deposits and/or withdrawals
  • Changes to monthly contributions
  • General inquires to GIC rates
  • Life insurance quotes
  • Reinvestments

We appreciate your business and look forward to helping you.