Meet our Certified Financial Planners

  • 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.

  • Anthony D'Amico Advisor

    Anthony D'Amico joined OPB in 2007 as a Pension Analyst and became a Client Service Advisor in 2012. He enjoys providing one-on-one support to clients and is passionate about designing and delivering education sessions to support clients’ pension and financial literacy as well as mentoring new team members in OPB’s Advise & Protect vision. He holds a Bachelor of Business Administration from Ryerson University and is a Certified Financial Planner.

  • 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.

  • Evelyn Linennen Advisor

    Evelyn Linennen has been providing holistic financial advice and retirement planning for more than 15 years. Prior to joining OPB in 2007 as a Pension Analyst, she serviced high-net-worth clients in one of the largest banking firms in Canada. Evelyn is passionate about providing clients with the highest level of service and expertise to ensure they achieve their financial goals throughout each life cycle. A Certified Financial Planner, she also completed the Canadian Securities Course, Professional Financial Planning Certificate and the Wealth Management Essentials program through the Canadian Securities Institute, and she holds a Bachelor’s degree in Psychology from York University.

  • 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. 

  • Michael Trklja Advisor

    Michael Trklja joined OPB as a Client Service Advisor in 2018 after more than 20 years as a Financial Advisor/Financial Planner with some of the largest financial institutions in Canada. Michael has focused his career on providing exceptional client service as he helps clients make smart financial decisions at every stage of life. In addition to completing the Canadian Securities Course and Wealth Management Essentials program, he is a member of the Fellow of the Canadian Securities Institute (FCSI), and in 2014, he was ranked by Wealth Professional Magazine as one of the top 50 Financial Advisors in Canada. A Certified Financial Planner since 2001, Michael also holds a Bachelor of Arts in Political Science from York University.

  • Renée Verret Advisor

    Renée Verret joined OPB in 2015 as a Client Service Advisor following several years as a Certified Money Coach/Financial Planner. She is dedicated to building strong relationships by providing clients with a trusted resource for discussing their financial planning goals and to ensuring clients fully understand their options as they move through different life stages. Born in Halifax and raised in Montréal, Renée is fluently bilingual in English and French. She holds a Bachelor of Commerce from McGill University and a Financial Planning Certificate from George Brown College. Renée has been a Certified Financial Planner since 2011.

  • 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.