Our Team

Russ grew up in Kitchener and attended Conestoga College where he graduated with honours from the Financial Planning Program. He gives-back to the college as an active member of their Program Advisor Committee. 
He holds many important industry designations including CFP (Certified Financial Planer), CIM (Chartered Investment Manager) FMA (Financial Managment Advisor) CPCA (Certified Professional Consultant on Aging). 
Russ lives in Breslau with his family. When not working, he is busy with many family activities and enjoys time at the cottage. 

Russ has been helping clients achieve their financial goals and working with families managing Wealth Strategies for more than two decades. 

Tanya has enjoyed helping clients achieve their financial goals and working with families managing wealth strategies for more than 20 years.
 
She has lived in the city of Guelph for the past 25 years with her husband Mike and two children Mila and Aidan.  Tanya values quality time spent with her family. She enjoys travelling, exploring different cultures, hiking and curling up with a great book.

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 27 years of experience in the financial services industry and has completed the Canadian Financial Planning designation (CFP) with FP Canada.

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.

Dayna grew up in Cambridge and attended Conestoga College, where she graduated from the Financial Planning Program. With over five years of experience in the financial services industry, she works to ensure seamless day-to-day operations and is passionate about delivering exceptional client service. 

She is the co-founder of The CF Gala and Golf Tournament, a meaningful initiative that reflects her passion for giving back to the community. Always eager to grow in her field, she is focused on continuously expanding her knowledge and expertise in financial planning.

Now living in Ariss with her family, she enjoys spending time with loved ones, weekends at the cottage, and embracing the busy and rewarding life of motherhood.

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.

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.