Financial Planning Services

Our Advisory Services gives you access to our team of professional Client Service Advisors who are Certified Financial Planners (CFP®). They are available to assist you in developing a retirement plan and to help you understand your pension options and the implications those decisions will have in your life. They are available to you at no-cost, and they can ensure you’re making an informed choice based on your personal financial situation and goals. To book an advisory meeting, click Book 1-on-1 when logged into your e-services account.

  • Laurie Abbott Advisor

    Laurie Abbott has extensive pension experience, having held many Senior Analyst, Benefits Specialist and leadership positions since joining OPB in 2000.  She has a wealth of pension industry knowledge and is relied upon for her expertise, and care, in helping resolve even the most unique and complex client challenges. Laurie is an outspoken advocate for OPB’s Advise and Protect mission, with a natural orientation for supporting stakeholders and delivering exceptional client service. Laurie is a Certified Financial Planner, holds a Bachelor of Arts in Sociology from Brock University, and also completed the Pension Plan Administration Certificate.

  • David Lee Advisor

    David Lee joined OPB as a Client Service Advisor in 2017 after more than five years as an Investment Consultant/Financial Planner, with a focus on wealth management and retail banking portfolio. Prior to that, he served as a Financial Consultant. In addition to completing the Canadian Securities Course, Professional Financial Planning Certificate, Wealth Management Essentials and Applied Financial Planning programs through the Canadian Securities Institute, David also achieved his Personal Financial Planner and Certified Financial Planner designations.

  • Vishesh Pandya Advisor

    Vishesh joins OPB with over 7 years of experience in the financial services industry with a focus on wealth management, retirement planning and personal finance. As a Certified Financial Planner, he has experience creating holistic financial plans to address clients’ short and long-term financial goals, and has a strong client orientation focused on delivering exceptional service.

    Prior to joining OPB, Vishesh worked as a Wealth Advisor and Senior Financial Advisor, guiding bank and credit union clients through their investment and credit decisions while addressing their holistic financial planning needs.

    Vishesh holds the Responsible Investment Specialist (RIS) designation and has completed the Wealth Management Essentials course (WME) and Canadian Securities Course (CSC). Additionally, he holds a Master of Business Administration (MBA) and Bachelor of Commerce (B.COM) from Gujarat University, and Financial Planning and Marketing Management & Financial Services Certificates from George Brown College.

  • Navindra Ramjit Advisor

    Navindra Ramjit joined OPB in 2021, with more than eight years of experience in providing holistic financial services counselling and advice. He is passionate about client education, ensuring they are equipped with the information and understanding they need for their broader financial planning and decision-making. Prior to joining OPB, Navindra served as a Senior Financial Consultant specializing in comprehensive financial planning, including retirement, investments, taxes, estate planning and risk and debt management. He holds a Certified Financial Planner and Registered Retirement Consultant designation, and a Master and Honours Bachelor of Science from the University of Waterloo.

  • Matthew Siwiec Advisor

    Matthew Siwiec joined the OPB team in 2021, with more than 15 years of experience in helping individuals and families to make informed financial planning decisions. Driven by his passion to help others navigate their personal finances, Matthew specializes in retirement planning, taxation, budgeting, estate planning, education planning, and more. Prior to joining OPB, Matthew owned and operated his own financial education business, providing frequent presentations and podcasts on a wide range of topics. Matthew Holds a Bachelor of Arts degree in Economics and is a Certified Financial Planner.

  • Angela So Advisor

    Angela So has over 10 years’ experience in financial planning and wealth management. As a Certified Financial Panner (CFP), Angela has partnered closely with clients to understand their financial goals and develop holistic financial plans. Prior to joining OPB, Angela worked for various financial institutions and was regarded as an expert in retirement and estate planning concepts. Angela is very passionate about delivering exceptional service to clients and promotes the importance of financial literacy. In addition to her CFP designation, Angela also holds her Certified Investment Manager (CIM) designation, has completed the Canadian Securities Course (CSC), and holds a Bachelor of Arts degree from University of Western Ontario.

  • Kasia Stetic Advisor

    Kasia Stetic has more than 11 years of financial services industry experience. Prior to joining OPB in 2015 as a Client Service Advisor, she worked as an Investment Specialist, Financial Planner and Senior Financial Advisor, guiding bank and credit union clients through their investment and credit decisions while addressing their holistic financial planning needs. Kasia led the organization of several retirement planning advisory workshops at OPB and also assisted with the redesign of OPB’s Retirement Planner tool. She holds a Bachelor of Applied Business in Personal Financial Planning from George Brown College, has completed the Canadian Securities Course and Wealth Management Essentials program through the Canadian Securities Institute, and is a Certified Financial Planner. 

  • Geoff Vieira Advisor

    Geoff Vieira has more than nine years of financial services industry experience. Prior to joining OPB’s Client Service Advisor team in 2015, he worked in large financial services organizations, where he assisted clients and their families to make informed financial decisions by enhancing their understanding of investments, tax planning and the importance of implementing a holistic financial plan. Geoff is a Certified Financial Planner and a Chartered Professional Accountant who holds the CFP and CPA, CMA designations. He also earned a Bachelor of Arts in Economics from Western University.