Jeanette Beaver leads the Beaver-Zymerman Wealth Advisory Group, which helps families and businesses in Elora, Fergus, Guelph, Grand River and other communities to plan for financial success based on their vision. Jeanette brings more than 30 years of experience, the Certified Financial Planner (CFP®) designation, and a passion for thoughtful financial planning.

After graduating from Conestoga College's Business Administration and Management program where she served on the Financial Planning Program Advisory Council, Jeanette worked with TD for almost 30 years, most recently as a Senior Financial Planner, before moving to BMO in 2015.

Jeanette is actively involved with her community. Through the Beaver-Zymerman Wealth Advisory Group at BMO, she sponsors the Christmas parade, public free skates, and other events. She is a member of the Centre Wellington Chapter of 100 Women Who Care, which supports local charities.

Born and raised in Guelph, Jeanette now resides in Centre Wellington with her husband, Dave; her daughter Rachael, who is an RN in Toronto becoming an ICU nurse; her son Jonathan, who is a student.  During off hours, you will find Jeanette out walking or cross-country skiing or in the kitchen cooking up something wonderful. She and Dave love to travel and explore new cultures.

Meghan has over 15 years experience in the financial services industry and has completed the Canadian Securities Course (CSC) with the Canadian Securities Institute.

It is not a surprise Meghan found her passion in financial planning as her mother, Diane Gray was an original partner with Jeanette Beaver and just retired 2 years ago. Part of Meghan’s experience was with Scotiabank as a Senior Financial Advisor for 6 years and then transitioned into the Investment Specialist role for over a year. When she isn’t working, she enjoys spending time with her 2 small children and husband and loves being physically active and enjoying time outdoors.

Jeremy Zymerman offers top-tier investment and wealth management services with experience, knowledge and care and builds a comfortable, personalized relationship with our clients. Jeremy has over 20 years of experience in the financial services industry and has completed the Canadian Securities Course (CSC) with the Canadian Securities Institute.

Inspired by his father’s career in the financial services industry, Jeremy started working for the bank part-time while earning his Diploma in Police Foundations from Conestoga College. He loved the many different career opportunities and continuing education available within the bank and discovered that he has a talent for providing great service and helping clients understand complex ideas. So he pivoted from a career in law enforcement to a career providing wealth advisory services. Jeremy has also attained the Certified Financial Planner (CFP®) designation.

Jeremy is a member of the Centre Wellington Chamber of Commerce. Born and raised in Kitchener-Waterloo, Jeremy now resides in Elora with his lovely wife, Georgina, and their two boys, Wyatt and Logan. Jeremy loves doing home renovations and pursuing his lifelong love of camping. Jeremy inherited his mother’s love for the arts, and they are a big part of his life. He plays several instruments and loves listening to music, painting and doing stained glass.

With an intuitive knack for numbers, tremendous attention to detail, and a desire to help in all possible ways, Jerry provides administrative support to our team and takes excellent care of our clients’ needs. He is our paperwork person and math whiz who dots our i’s, crosses our t’s, follows up to get everything completed, and ensures our clients reach an actual person when they phone in. Jerry is your first point of contact when you need account paperwork, scheduling, cash transfers and more.

After over 25 years in automotive sales, leasing and inventory management, and 2 years with Investor's Group, Jerry joined BMO in 2014 and became part of our team in 2016. He is a Licenced Sales Assistant and Registered Representative and has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), Investment Representative Training (IRT) and Investment Advisor Training Program (IATP) with the Canadian Securities Institute.

Outside of work, Jerry’s world revolves around his two sons, who are just starting to venture out on their own. He lives in Centre Wellington and finds relaxation doing home renovations and almost any project involving tools. He also enjoys a casual game of golf.