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As your guides in navigating your financial future, we’re here to provide support and to answer any of your questions and concerns.

Our Story

“A goal is a dream with a deadline” – Napoleon Hill

We’re All About Financial Planning

Our motto is “Plan to Succeed.” We want you to visualize success in reaching your financial goals. We work with you to establish your goals and help you understand the financial decisions that you make each step of the way. We have the framework, tools, experience and passion to not only bring your financial goals into clear focus, but to develop and implement strategies that will allow you to achieve them.

Long History

In 2006, after 10 years of working with a major bank, a wealth management firm in Toronto, and a financial institution supporting the accounting needs of hedge funds in New York City, Stephanie Piroli was introduced to Priscilla Monteith a Certified General Accountant and Financial Planner. At the time, Priscilla co-owned Monteith & Monteith, Certified General Accountants, providing accounting and tax services. She also founded Monteith Financial Group and partnered with Manulife Wealth Inc. to further meet the needs of her clients.

Stephanie and Priscilla quickly discovered that they shared the vision of helping clients meet their financial goals through planning.

Using a financial planning process, they were able to identify gaps between a client’s financial objectives and the investments held to meet them. They recognized missed opportunities to save on taxes and maximize social benefits provided by the government. They assisted clients in mapping out a strategy to meet their goals. They provided clients with ongoing guidance to ensure they stayed on track.

Stephanie and Priscilla worked closely together for over 14 years serving their clients up until Priscilla’s retirement in 2021.

With Stephanie now leading the team, she, together with her accomplished office, continue helping clients every day to make informed and sound decisions to meet their unique financial goals.

“Today, I find it deeply fulfilling to be that person who provides the expertise, direction, and personal support clients need in dealing with uncontrollable events and preparing for their life ahead.”

Come plan with us – contact us today to arrange a meeting.

“Sometimes the smallest step in the right direction ends up being the biggest step of your life.
Tip toe if you must, but take a step.”

 -Naeem Callaway

Stephanie Piroli Photo
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Stephanie Piroli

BAccS, CPA, CGA, CFP, EPC1nl1Senior Financial Advisor

Stephanie began her career as a trusted Financial Advisor in 2006 after 10 years of working in various accounting and investment related roles at several large financial institutions. She has a sincere understanding that clients need to be listened to, respected, and provided sound financial advice.

Stephanie is dedicated to developing long term client relationships and uses her passion for financial planning to assist individuals, families, and business owners in achieving their financial goals. Stephanie uses numerous investment, insurance, and tax minimization strategies to enhance and protect the wealth of her clients. 

Stephanie is known for simplifying the complex world of finances so clients can feel a sense of clarity and confidence about the path they have chosen. She believes that following a financial planning process increases your chance of success. 

Stephanie is licensed to offer a broad range of investment and insurance solutions.  She holds the gold standard Certified Financial Planning Designation and uses financial planning as the cornerstone for all client engagements.  She completed her professional Certified General Accountant designation in 2005 and maintains membership with the Chartered Professional Accountants Association. She also has a Bachelor of Accounting Science degree and a college diploma in Business Administration Accounting.

“I love that I can bring my accounting, investment, and financial planning experience together to help clients solve not only the “numbers problems” but also how they relate to their lives, relationships, and financial goals.” 

When not in the office, Stephanie spends time with her husband Charles, their three teenagers Matthew, Andrew, and Juliana, and their Maltipoo named Lucky. Competitive hockey and dance bring structure and joy to their home. “I love watching our children learn, experience life, and grow into the amazing people they are. I am grateful for being able to live this wonderful life, and enjoy the challenges of a fulfilling career”.

(905) 572-7526 Ext. 122 

 Hellen Dale Photo
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Hellen Dale

BA (Econ)1nl1Assistant Investment Representative

Hellen has over 15 years of financial industry experience, a B.A. in Economics from York University, and a diploma in Business Management from Humber College. We welcomed Hellen to our team in 2014. She completed the Canadian Securities Course in 2015 and is a licensed Assistant Investment Representative. Hellen is a vital contributor to our team and has been instrumental in the development of new processes.

Hellen is a key support to Stephanie ensuring meeting preparedness and performing all of the tasks essential to exceeding our clients’ expectations. Hellen’s calm demeanour in the midst of tight deadlines enables her to ensure the accurate and timely processing of client paperwork. She also prepares investment account applications, pension transfer paperwork, Morningstar investment performance reports, processes investment trades, manages Registered Education Savings Plans withdrawals, and handles death claim paperwork.

“Each new day brings interesting work. I enjoy new challenges and working together to achieve them.”

Away from the office, Hellen is highly involved with her church and has a degree in Theology. Hellen shares her gracious enjoyment of life with her husband Steve and their son Ramesh. Recently, she’s particularly excited about having purchased a new home.

(905) 572-7526 Ext. 126

Vatsala Gupta Photo
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Vatsala Gupta

MSc., B. Com (Hons.)1nl1Financial Advisor Associate

Vatsala has 11 years of experience in the financial advisory services industry, a Master of Science (MSc.) degree in Finance & Management (Loughborough University, U.K.) and a Bachelor of Commerce (Hons.) degree (Delhi, India). She joined our team in 2020 and is licensed to assist in providing investment solutions as a Financial Advisor Associate with our firm. She also has a Certificate in Advanced Financial Advice from the Canadian Securities Institute and is progressing toward attaining the Certified Financial Planner designation at an accelerated pace. Vatsala is a highly focused person who begins every task with the end result in mind.

Vatsala helps Senior Financial Advisor Stephanie Piroli in maintaining the highest standard of service to all our clients by ensuring that check-in calls are completed regularly. She also assists with portfolio evaluations, client commentaries and reviews, and investment proposals. She continues to build product knowledge and stays on top of markets, portfolios, and research with an anticipatory mindset.

Vatsala has extensive experience with our financial industry software and works closely with Stephanie in the analysis and presentation of our clients’ financial plans. Along with managing her own responsibilities, Vatsala also provides training and guidance to our newer team members to ensure accuracy and efficiency in preparing for client meetings , completing investment trades, and the maintenance of accounts as per Stephanie’s instructions.

“I believe that if you put your shoulder to the wheel, you can overcome obstacles and reach for the moon. This is what I strive for when working toward solutions for clients. Merely trying is not good enough!”

In her spare time, Vatsala loves to travel and explore new places. She is an avid reader and a movie buff. As a fitness freak, she hates to miss her Zumba, Yoga, Pump & Tone classes at the gym. Her mom is a pillar of strength and video conversations with her nephew work as a stressbuster. Although an introvert, she is curious about everything and relishes a quality conversation. She continues to live with the philosophy of “Today is where your book begins, the rest is still unwritten.”

(905) 572-7526 Ext. 123

Hiyathma Puhulwella Hewage Photo
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Hiyathma Puhulwella Hewage

Administrative Assistant

Hiyathma (prefers to be called Hiya) joined our team in 2022 as our Administrative Assistant.

Hiya came to Canada in 2019 with 6-years experience at a globally recognized major financial institution in Sri Lanka. She has since graduated at the top of her class with an Ontario College Advanced Diploma at Conestoga College, specializing in Business Administration - Financial Planning. Prior to that she has also completed her Higher National Diplomas in Business Administration and in Human Resources Management from the University of Northumbria in the UK. She is currently working towards her life licensing and Canadian securities licensing.

Hiya is the first person who will greet you when you visit our office. With her lovely demeanor she contacts our clients to schedule meetings and manages Stephanie’s calendar. She ensures we meet regularly with our clients to meet our high service standards. Hiya organizes our in office and zoom video meetings. She also handles the office administrative tasks along with taking care of our marketing initiatives. Hiya provides additional support in the group, travel, and health and dental insurance area and is always willing to jump in to help others when needed.

“I believe that challenges are what makes life interesting and overcoming them is what makes life meaningful.”

In her spare time, Hiya enjoys spending time with her baby boy Ethan, husband Steve, and her mother Chandima, who has visited to help with their baby. Taking daily video calls to her family in Sri Lanka is her favorite part of the day after her son. She loves exploring Canada, watching movies, listening to music, and loves cats and dogs.

(905) 572-7526 Ext. 128