Our Team

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 clients to actively live, enjoy and experience life. Thie delivers peace of mind and enables clients to spend their time and energy with the people they love and on the things that are most important to them. Thie’s formal education includes a Bachelor of Science degree (B.Sc. Honours) from McMaster University, followed by numerous professional designations and accreditations related to wealth advisory.

Professional Designations & Achievements

• Registered Financial Planner™ (R.F.P.®)
• Certified Financial Planner® (CFP®)
• Chartered Investment Manager (CIM®)
• Financial Management Advisor (FMA)
• Fellow of the Canadian Securities Institute (FCSI®)
• Canadian Securities Course (CSC)
• Professional Financial Planning Course (PFP)
• Investment Funds Institute Course (IFIC)
• Level I & II Life & Disability Insurance licences
• Member, Financial Advisors Association of Canada (Advocis)
• Member, Institute of Advanced Financial Planners (IAFP)
• “Competent Toastmaster” (CTM) certificate from Toastmasters International
• Awarded, Best Client Experience by Investment Planning Counsel

Thie has been published, profiled and/or quoted in: Investment Executive; CHCH TV; Advisor’s Edge; MoneySense; Hamilton Spectator; Toronto Star; Dundas Star News; Peterborough Examiner; St. Catharine's Standard; Flamborough Review; Kitchener Record; New Hamburg Independent; Most; Loring Ward’s Net Assets; C.A.R.P. newsletter; 102.9 K-Lite-FM Radio (Hamilton); Comm Tech C.U. newsletter; Hamilton Chamber of Commerce’s Panorama; 900 AM CHML (The Scott Radley Show); 740 AM Radio (The Earl Warren Show); advisor.ca; CBC Radio; MS Rendezvous magazine.

Community Involvement

• President, Dundas Rotary Club & Chair, STamp Out Polio satellite club
• Financial Columnist (“Money for Life”), The Hamilton Spectator
• Great Lake Marathon Swimmer to “End Polio Now”
• Three-time Finalist & Awarded, Dundas’ 2014 “Citizen of the Year”
• Awarded, Arch Klumph Society (AKS), for USD$250,000 polio donations, by Rotary Foundation
• Awarded, Regional Service Award for a Polio-Free World by Rotary Foundation
• Chair, End Polio Now Campaign, Rotary District 7090
• Awarded, Steve Meehan Award for Community Service
• Awarded, Benefactor & Major Donor of the Endowment Fund of The Rotary Foundation
• Awarded, Avenues of Services Citation by Rotary International
• Head Coach & Pacer for Marathon Swims [across the English Channel, Catalina Island to California, Lake Ontario, Canadian Triple Crown, US Triple Crown, Lake Tahoe, Muskoka Triple Crown, historic Triple Province (NS to PEI to NB), Lake Superior]
• Awarded, Outstanding Service in Support of Polio Plus, Dundas Valley Sunrise Rotary Club
• Volunteer Board Member, Dundas Routes Youth Centre
• Awarded, Paul Harris Fellowship by Rotary International
• Foster Parent, Hamilton Children’s Aid Society
• Member, Paul Harris Society by Rotary International
• Ontario Champion & Nationally-Ranked Drug-Free Competitive Bodybuilder
• Multiple Year Nominee & Awarded two Reader’s Choice Awards, Dundas Star News
• Sunday School Teacher, St. James Anglican Church, Dundas
• Parade Marshall, Dundas Cactus Festival
• “Adopt-A-Family” Sponsor, St. Matthew’s House
• Dundas Host, Brazilian and Austrian High School Exchange Students
• Delegate, Team Canada at World Bodybuilding Championships in Spain
• Volunteer Driver, Dundas Senior Citizens
• “Big Brother” to a disadvantaged young boy, Big Brothers & Sisters
• Dundas Division Chair, Hamilton Chamber of Commerce
• Volunteer Hike Co-Ordinator, Dundas CNIB Residents
• 80+ blood donations, Canadian Blood Services
• Columnist (“Present Moment”), Dundas Star News
• “Canadian Millennium Partnership Committee” for the Town of Dundas
• “Bikeways Committee” for the Town of Dundas
• Performer/Actor, Dundas Little Theatre
• Volunteer, “H-W Regional Advisory Committee on Services for Seniors”
• Volunteer, “International Year of Older Persons Sub-Committee”

Thie is also the author of Wealth Solutions for Life® – The 7 Questions You Must Ask Before You Hire a Financial Advisor; co-author of best-selling Success Today: Common Sense but Uncommon Knowledge from Today's Leading Entrepreneurs and Professionals to Help You Lead an Extraordinary Life of Health, Wealth and Success; author of Finally! No More Dreaded Taxes, and author/editor of Financial Success for Women by Women.

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, and has over twenty years of experience. Doug is also a Chartered Life Underwriter (CLU™) and a Certified Financial Planner (CFP®).

Doug helps our clients navigate the financial planning process through our six-step Wealth Management Strategy.

When he is not helping clients, Doug is an avid skier and cyclist and manages to play hockey a couple times a week. He and his wife enjoy travelling, especially to France and Switzerland to visit their young granddaughters.

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 provides comprehensive, and up-to-date advice that will help them to navigate through the often complex and intimidating world of financial planning. His years of experience, combined with having obtained designations as a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM), ensure that Dan’s clients have a reliable partner who brings an integrated approach to the development of their financial plan.

Dan started his career as a research scientist and has published work about medical diagnostics. He lived in Costa Rica for a year teaching ESL before he returned to Canada and started his career in financial planning. In his leisure time, Dan enjoys spending time with his wife and children. He also likes to camp, fish and portage in Algonquin Park.

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 is an Honours graduate of Mohawk College’s Office Administration Program and she values organization, motivation, commitment and perseverance in herself and in others.

Jennifer has many hobbies. She is known for her baking (her specialties are zucchini loaf and her Mom’s cookies) and one of her guilty pleasures is good coffee with freshly baked goods. Jennifer loves most forms of live entertainment, ranging from concerts to the theatre and attends several each year. Jennifer also enjoys travelling and the two places she most wants to visit are Hawaii and Greece.

Jennifer is happiest and most productive when there is balance within her life. Family is, has and always will be her first priority. Her greatest achievement is being a parent to her son, who is her biggest treasure. Jennifer’s heroes are her friends and family who have supported her in her life and have helped her to raise her child.

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 third generation Dundasian and has fierce pride in her hometown. One of Elizabeth’s favourite things is being able to walk the downtown core and always see a friendly, familiar face. Whether saying good morning to the regular customers at the local coffee shop or stopping to pet a friendly dog on their daily walk makes living in this small town a joy.

Being of service to others is a large part of Elizabeth’s life. She is a member of the Dundas Lioness service club, a former foster parent caring for newborns and a volunteer with both the Salvation Army Christmas Kettle Drive and the Dundas Community Food Drive.

Elizabeth’s passion is her family, especially her grandchildren and former foster children, whom she loves as her own. When time allows, she enjoys painting, reading, cross-stitch, jigsaw puzzles, and long walks in nature with her dog, Scout, and her husband, Bob.