Katherine Williams CFP, EPC,Certified Financial Planner, Financial Advisor, Manulife Securities Investment Services Inc. Life Insurance Agent, Brittain Group Financial Services Inc.

 
kwilliams@brittaingroup.com

Kathering WilliamsKatherine joined the financial services industry in 1978. Initially working with a chartered bank and then a trust company prior to joining  Jeff Brittain Insurance Brokers Ltd in 1985. Katherine earned her CFP designation in 2002 and EPC designation in 2006. She remained an employee of Jeff Brittain Insurance Brokers Ltd until 2004, left to manage and carry on the business  after the unexpected death of her predecessor Jeff Brittain in 2002. In 2004, a successful bid was made to buy the company allowing her to continue to work with the clients. Katherine is now the sole owner  and president of Brittain Group Financial Services Inc.  She is happily married to Brad with two adult children and an ever expanding  family.  She enjoys walking, cycling, continuing education,  reading, cooking  and all time shared with her family and friends.

 

Carolyn Whelan CFP, EPC,Certified Financial Planner, Financial Advisor, Manulife Securities Investment Services Inc. Life Insurance Agent, Brittain Group Financial Services Inc.
 

cwhelan@brittaingroup.com
Carolyn WhelanCarolyn started in the financial services industry in 1993 when she returned to work after 8 ½ years as an at-home Mom to her sons, Ryan and Shane.  What began as a part-time file clerk position with Jeff Brittain Insurance Brokers Ltd., and Wealthwatch Inc., quickly became a career.  She learned the business from the ground up, working as an administrator, sales and marketing assistant while obtaining her licensing to become a financial advisor.  Carolyn received her CFP designation in 2002 and her EPC designation in 2006.  She feels fortunate to have been mentored along the way by several highly-respected advisors, including her good friend and colleague, Katherine Williams. Carolyn loves helping people and is happy to be part of such a rewarding profession.
 
 

Lindsay Fothergill CFP, B.A, Certified Financial Planner, Financial Advisor, Manulife Securities Investment Services Inc. Life Insurance Agent, Brittain Group Financial Services Inc.

 

lfothergill@brittaingroup.com
Lindsay Fothergill
Lindsay graduated from the University of Guelph with an Honours B.A. in 2006. She accepted an administrative position at Brittain Group Financial Services the same year. Lindsay pursued financial planning as a career and in 2012 became a Certified Financial Planner (CFP).  Her enthusiasm and previous banking experience have made her a valuable member of our team. Lindsay’s investment philosophy is composed of tax efficient wealth creation while aiming to protect capital. Lindsay lives in Brantford with her husband, Jeff their children Benjamin and Cora and dog Bear.