Thie C.L. Convery, B.Sc.(Hons.) R.F.P.® CFP® CIM® FMA FCSI®

Wealth Advisor

Thie Convery is a Wealth Advisor at Convery Wealth with IPC Securities Corporation. For over 30 years, Thie has created Wealth Solutions for Life®, for all aspects of her clients’ lives. She helps her...
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Doug Hopkins, CFP®, CLU™

Wealth Advisor

Doug Hopkins is the Retirement Income Specialist on the Convery Wealth Team. Doug is a caring, competent and well-qualified IPC Advisor, who is very knowledgeable in the financial services industry, a...
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Dan Johnstone, CIM®, CFP®

Wealth Advisor

Daniel Johnstone is a Wealth Advisor on the Convery Wealth Team. Dan is deeply passionate about educating and empowering his clients so they have the right financial advice to live their dreams. He pr...
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Jennifer Moumblow

Client Service Assistant

Jennifer Moumblow is a Client Service Assistant with the Convery Wealth Team. Jennifer is a people person who has nearly 30 years of customer service experience, with a strong business background. She...
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Elizabeth Jackson

Office Manager

Elizabeth Jackson is the Office Manager with the Convery Wealth Team. Elizabeth enjoys being in the customer service industry and has over 40 years of practical experience in this area. Elizabeth is a...
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Our Consultants

 

Letitia Fluit

M.B.A.(Hons.),CFP®,TEP, CIM®, CEA

Wealth Advisor

Letitia began her career with Bick Advisors as a student working part-time for Clarence’s team in 1998. She has worked with all the advisors in the office in the subsequent years, gaining experience in client management and administration. She has completed her BA (Hons.) at Redeemer University College and MBA at McMaster University. Her additional experience in the investments and provide holistic financial planning.
Letitia enjoys engaging and challenging students while teaching business courses at Redeemer. She is also active in volunteer roles with the local school, church and Bible’s for Missions not-for-profit organization.
In her spare time, she loves playing at home with her three young children and working with her self-employed husband.
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Lorraine Graham

CHS™, CCS™

Insurance Specialist

Lorraine Graham is an Insurance Specialist on the Convery Wealth Team.

Lorraine has been helping families and small business owners build and protect their wealth for over 20 years.

Lorraine has attained both her Certified Health Insurance Specialist (CHS™) and Certified Cash Flow Specialist (CCS™) designations.
Lorraine has a unique ability to help clients understand how insurance strategies can be used as an incredible wealth management tool. Insurance is one of the most tax-efficient mechanisms to transfer wealth to the next generation, remove funds tax-free from a corporation, shelter investment income from taxation, enhance an estate on a tax-effective basis, or leave a charitable legacy with tax benefits to the donor.

Lorraine’s specialties include life insurance, disability insurance, critical illness insurance and long-term care insurance, as well as annuities and travel insurance.

Lorraine enjoys running and is currently training for her first sprint triathlon; she is also an active member of the Kitchener-Conestoga Rotary Club.
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Larry Burns

CFP®, CLU™

Insurance Specialist

Larry Burns is the Insurance Specialist on the Convery Wealth Team.

Larry has been helping families and small businesses build and protect their wealth for over 25 years. During this time, he has worked in accounting, taxation, investments, insurance and estate planning.

Larry attained his Certified Financial Planner (CFP)® designation in 2004 and became a Chartered Life Underwriter (CLU)® in 2009.
Larry has a unique ability to help clients understand how insurance strategies can be used as an incredible wealth management tool. Insurance is one of the most tax-efficient mechanisms to transfer wealth to the next generation, remove funds tax-free from a corporation, shelter investment income from taxation, enhance an estate on a tax-effective basis, or leave a charitable legacy with tax benefits to the donor.

Larry’s specialties include life insurance, disability insurance, critical illness insurance and long-term care insurance, as well as annuities and travel insurance.

Born and raised on a farm in Peterborough, Larry remains a country boy at heart; he lives in rural Ontario, where he and his wife, Karen, raised their four daughters.
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Jerry Bosscher

AMP

Mortgage Broker

Jerry Bosscher is a Mortgage Broker on the Convery Wealth Team.
Having been in the industry since the early 2000s, Jerry has gained much knowledge and experience in the field of mortgage financing to serve all mortgages needs. He is a consistent award-winning Mortgage Broker committed to providing personal service excellence.
With access to a vast network of over 50 lending institutions – including major banks, credit unions, trusts and other national and regional lenders – Jerry has the tools to build a customized mortgage plan, with the features and options that best meet client needs, including:
  1. Purchasing a first home or next home
  2. Investing in a real estate property
  3. Buying a vacation/second home
  4. Refinancing to boost cash flow and drive down debt
  5. Evaluating mortgage renewal options.

Jerry is easily accessible and always willing to help serve your mortgage needs.
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Sophie Moryoussef, B.Sc., CEA

Insurance Specialist

Sophie Moryoussef is the Insurance Specialist on the Convery Wealth Team.

Sophie has been helping families and small business owners build and protect their wealth for over 30 years.

Sophie has attained her Certified Executor Associate (CEA) designation, as well as a Bachelor of Science (B.Sc.) Degree in Actuarial Sciences from the University of Montreal.
Sophie has a unique ability to help clients understand how insurance strategies can be used as an incredible wealth management tool. Insurance is one of the most tax-efficient mechanisms to transfer wealth to the next generation, remove funds tax-free from a corporation, shelter investment income from taxation, enhance an estate on a tax-effective basis, or leave a charitable legacy with tax benefits to the donor.

Sophie’s specialties include life insurance, disability insurance, critical illness insurance and long-term care insurance, as well as annuities and travel insurance.
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