About Us

Laurie Varcoe, B.A. MM. ont.

Financial Advisor

I started in the insurance business as a State Farm Agent in Midland Ontario, in 1985. My 35 years in the business has given me the experience to work with many. I am passionate about the wealth that individuals and business owners are leaving behind because they don’t know the rules. I retired from State Farm in 2016 because I truly believe that I can do more and be more for my clients as an independent. I am very excited to have all of this knowledge and the power of the Canadian Financial Industry behind me. I have spent the last 7 years in advance study to bring you conversations that can make a difference. I am a Master Mentor for the Moneytrax, a wealth program that shows where your money is now and where it could be.I’m married for 22 years and my dogs name is Lotte. I would be honored to go to work for you. Service is a privilege.

Jeffrey P. Wright, BA, CFP, RHU

Financial Planner

Beginning his career in the bank, Jeff has been in the financial industry for over 25 years. Capitalizing on his various roles in customer service, sales and volunteer work, Jeff brings a high level of commitment to service to each and every client he works with regardless of how big or small they may be.

As a Certified Financial Planner, Jeff combines his customer service with his experience, training and knowledge, utilizing a 3 step process to help his clients understand the rules of the financial game, ultimately helping them achieve their own level of financial independence.

Jeff is married to Liane and they have 2 adult children. Jeff is active in his community serving on the board of 2 not-for-profit charities. Jeff likes to spend his spare time playing sports and sea-dooing on Mary Lake in the Muskoka’s, during the summer months.