Bob is the founder and President of Bridge to Wealth. He began his career in the financial industry with Freedom 55 and London Life.
Bob worked his way to Director and Branch Manager at the Belleville office of London Life where he supervised thirty-five advisors.
He started Bridge to Wealth and has hired a team of professionals that care about client success as much as he does.
He specializes in creating strategically sound investment portfolios and helping clients with business succession and taxation planning.
Before entering the financial industry, Bob owned and operated his own business for eight years, giving him a unique insight into the specific financial, insurance and investment needs of SME owners and individuals.
Bob with his wife Della, spends much of his personal time following his son Justin; a junior national gymnast. His youngest daughter Katelyn, is pursuing a Kinesiology major at University and would like to focus in the medical field.
Bob’s oldest daughter Krystal has just bought her first home and is passionate about her career in childhood education.
Jeanette is a Certified Financial Planner (CFP) and a Certified Estate Advisor (CEA)
Jeanette has a passion to improve her clients’ financial future. Her niche is building clients wealth while protecting their future. Having been an Advisor since 2002 she has made a difference in many people’s lives.
Jeanette lives on a hobby farm in the Ivanhoe area, is married with two son’s and is also a happy grandmother.
Paul, a graduate of Trent University, has over 20 years’ experience in the financial services industry and believes passionately in lifelong learning in his field. He holds a diploma from the Investment Funds Institute of Canada and has devoted his career to advising his client’s on achieving financial security.
His areas of expertise are life and disability insurance, personal investing and RRSPs, as well as group benefits and pension plans. He takes pride in helping to educate his clients so they may be active partners in making their dreams a reality.
Paul believes strongly that achieving financial security takes careful, professional planning. In planning your financial future, Paul understands that financial emergencies, a health crisis, or even death can greatly impact a client’s financial security goals and lifestyle. Paul believes that with the right financial plan in place, his clients’ can withstand these risks when and if they occur.
Paul has volunteered his free time to United Way, coaches various sports teams, and sponsors junior teams, ensuring that young people are able to enjoy athletic pursuits across all demographics.
When he isn’t working, Paul enjoys spending time at his cottage with his wife Kathy and his boys, Jack and Matthew.
Before joining Bridge to Wealth, Jim worked at London Life, one of Canada’s most trusted financial companies, for 22 Years.
Jim is an expert in needs analysis, risk tolerance and estate planning. He also has in-depth knowledge of wills, power of attorney and tax law. He helps guides clients in creating workable plans based on their needs and goals and makes sure they accomplish them using the right products and services.
Because of the strong relationships he’s built during his career, Jim now advises many of the children of his original clients. Jim is proud that the trust he’s built has withstood the test of time and he looks forward to meeting with you soon.
Prior to joining Bridge to Wealth, Matt worked at Freedom 55 Financial. Matt specializes in starting financial plans with new families. Being young himself, he understands the challenges and cost that student loans, mortgages and saving for retirement all at once can bring. Matt looks forward to building a long lasting relationship with his clients, as he has many years to grow and become part of their lives. His main focus is working with high risk investments.
When not working, Matt spends time with his wife and 2 kids. Matt’s hobbies are meeting new people and playing sports.
After graduating from Wilfrid Laurier University with an Honours Business Administration degree, Julie accepted the position of managing Oak Hills Golf Club, which she thoroughly enjoyed for 8 years. Her passion for business and planning shines through with the work she does with her clients. In her 6+ years as a Financial Advisor, Julie has specialized in working with clients in the initial phase of addressing their financial security planning needs. She looks forward to helping clients lay the groundwork for their financial health for years to come.
In her spare time Julie is an active Rotarian with the Rotary Club of Stirling and enjoys spending time out on the golf course.
Before joining Bridge to Wealth Paul worked for Freedom 55 Financial in Belleville as the branch manager.
As your Financial Advisor Paul will provide the best in financial advice, products and service available while placing the needs of his clients first. He is dedicated to creating and enhancing the financial well-being of his clients while developing long-term relationships built on trust integrity and service. Paul is committed to understanding your goals and providing you with professional in-depth analysis and a financial plan tailored to helping you achieve your dreams. Paul has helped individuals and business owners build comprehensive financial plans that enables them to create and protect their wealth over their lifetime.
After work Paul enjoys riding his motorcycle and spending time with friends and family at the cottage.
Prior to joining to Bridge to Wealth worked at Freedom 55 Financial as a Financial Advisor.
As a mother of two active boys she knows how important it is to plan for your family’s future. “Always plan for the worst but expect the best”. Sara loves working with her clients to help them reach their financial goals at every stage of life. Whether it's dreams of retirement or specific goals such as saving for a child's education or protecting your family in the event of death, illness or disability.
Sara holds an honors B.A. in Psychology and a Masters of Industrial Relations from Queens University. She is a past president of the Women’s Sales and Advertising Club in Belleville.
When she is not actively helping her clients achieve their goals she is spending time with her husband Piero and boys Dante and
Financial & Insurance Services
Call Us Today (613) 967-6060
Mortgage referrals and insurance products, including segregated fund policies are offered through Bridge to Wealth Inc., and Investment Representatives Robert Thompson, Jeanette Molloy, Paul Halloran, Jim Newitt, Matthew Mawer, Julie Obstfeld, Paul Mawer, and Sara Hitchlock offer mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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