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MEET THE TEAM

We excel because we're committed to excellence.  Putting our experience to work for you!

Business Owner Specialist

BA Econ, CFP ®, CSWP, FMA, EPC, FEA, CIM

Michael - Close Up - Smile - Use
Michael - Close Up - Smile - Use_edited.

Certified Financial Planner

BComm Fin, CFP ®, CIM, CEBS, GBA, RPA, RIS, CSC, LLQP

Peter - Coffee Bar - Smile
Peter - Coffee Bar - Smile_edited_edited
Erica - Use_edited
Erica - Use_edited_edited_edited

Financial Planner

BBA, CSC, LLQP

Anita - Full Length resize crop (1)
Anita - Full Length resize crop_edited

Specialist, Financial Planning

BAA, RWM, LLQP

Christina - Close Up
Christina - Close Up_edited

Benefits & HR Consultant

BBA (Hons.), CHRP, GBA, RPA, CEBS

Kirsty - Close Up
Kirsty - Close Up_edited

Executive Assistant

ICPP, IFLP

Laura - Close Up - Bright
Laura - Close Up - Bright_edited

Manager of Client Experience

Lori - Landscape
Lori - Landscape_edited

Employee Benefits Manager

CHS, FLMI, ACS, AIAA

Pamela.jpg
Pamela_edited.jpg

Administrative Assistant

BASc, CSC, CPH, Mutual Fund Licensed

Shelan edited.jpg
Shelan edited_edited.jpg

Bookkeeper & Payroll Specialist

Taylor - Close Up - Head tilt
Taylor - Close Up - Head tilt_edited

Office Manager & Wellbeing Advisor

BScFN, R.H.N., PTS, RIS, LLQP,  CSC 

Vedika - Close Up - Front View
Vedika - Close Up - Front View_edited.jp

Administrative Assistant

CSC

TEAM ACCREDITATIONS

C2 Logo with Designations V6

WORLDWIDE

CFP

CERTIFIED FINANCIAL PLANNER

WE DELIVER

Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.

Peter - Coffee Bar - Smile
C2 michael bonomo
PETER
MICHAEL

SEE WHO HAS THIS ACCREDITATION

Lori - Landscape
Erica - Use_edited
LORI
ERICA
(In Progress)

WORLDWIDE

CIM

CHARTERED INVESTMENT MANAGER

WE DELIVER

It's the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures those who earn it are qualified to evaluate and manage all aspects of an investment portfolio for sophisticated clients.

Peter - Coffee Bar - Smile
C2 michael bonomo
PETER
MICHAEL
 

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FEA

FAMILY ENTERPRISE ADVISOR

WE DELIVER

 The global benchmark in family business providing professional advisory based on significant technical knowledge.

Peter - Coffee Bar - Smile
C2 michael bonomo
PETER
MICHAEL
(In Progress)

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C. (DIR)

CHARTERED DIRECTOR PROGRAM

WE DELIVER

A globally recognized, university accredited designation that prepares directors with the skills and knowledge to have a positive impact on boards

Peter - Coffee Bar - Smile
PETER
(In Progress)

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CHRP

CERTIFIED HUMAN RESOURCES PROFESSIONAL

WE DELIVER

A designation that validates leaders in the HR space, including knowledge of HR, workplace readiness, and commitment to career-long learning.

Christina - Close Up
CHRISTINA

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R.H.N

REGISTERED HOLISTIC NUTRITIONIST

WE DELIVER

Professionals who evaluates a client's health and wellness, and recommends lifestyle and nutritional changes to support their health goals. RHNs take a more holistic approach than conventional nutritionists, who may focus on calorie counts and nutrient intake.

Taylor - Close Up - Head tilt
TAYLOR

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CEBS

CERTIFIED EMPLOYEE BENEFIT SPECIALIST

WE DELIVER

The premier designation in benefits and pensions, considered the standard of excellence in the industry.

Christina - Close Up
C2 michael bonomo
CHRISTINA
MICHAEL

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CSC

CANADIAN SECURITIES COURSE

WE DELIVER

Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.

Peter - Coffee Bar - Smile
C2 michael bonomo
PETER
MICHAEL

SEE WHO HAS THIS ACCREDITATION

Taylor - Close Up - Head tilt
Erica - Use_edited
TAYLOR
ERICA
Vedika - Close Up - Front View
Pamela.jpg
VEDIKA
PAMELA

WORLDWIDE

LLQP

LIFE LICENSE QUALIFICATION PROGRAM

WE DELIVER

Industry benchmark and licensing requirement to deal with life insurance, accident and sickness insurance, segregated funds and group benefits.

Taylor - Close Up - Head tilt
C2 michael bonomo
TAYLOR
MICHAEL

SEE WHO HAS THIS ACCREDITATION

Erica - Use_edited
Anita - Full Length resize crop (1)
ERICA
ANITA
C2-logo-Group

C2inc.
95 Hamilton Street, Unit 4
Waterdown, ON
L0R 2H6

info@c2inc.com
905-332-6633
416-855-9892
Fax 905-332-7874

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C2inc. 2025
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

As Certified Financial Planner professionals, our planners abide by the CFP Code of Ethics.

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