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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 AbbottAdvisor
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.
Luis FaustinoAdvisor
Luis Faustino joined OPB in 2023, with more than a decade of experience in providing financial, investment and retirement planning guidance. Luis has a deep-rooted enthusiasm for helping clients navigate the complexities of retirement planning and is dedicated to educating clients to better understand their options and make informed decisions. Before joining OPB, Luis worked in the banking industry as a Financial Planner within large financial institutions, supporting clients of many walks of life to achieve their financial and retirement goals. Luis holds a Bachelor of Commerce from Nova School of Business & Economics in Portugal and a Master of International Business from Queen’s University. He is a Certified Financial Planner and completed the Canadian Securities Course.
Daniel FernandesAdvisor
Daniel Fernandes joined OPB in 2023, with more than fifteen years of experience in Financial Advisory Services. His career began as an Investment Specialist in 2008, providing holistic financial advice to banking clients. With a growing desire to provide unbiased advice, he ran his own Advice-Only Financial Planning firm, primarily focusing on retirement planning. Most recently, he worked as a Financial Planner in the Public Sector, serving Ontario’s financially vulnerable. Daniel has a passion for education and teaches Finance at the University level. He has a Bachelor of Commerce degree from York University and is currently pursuing his Master of Business Administration.
David LeeAdvisor
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 PandyaAdvisor
Vishesh joins OPB with over seven 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 designation and has completed the Wealth Management Essentials course and Canadian Securities Course. Additionally, he holds a Master of Business Administration and Bachelor of Commerce from Gujarat University, and Financial Planning and Marketing Management & Financial Services Certificates from George Brown College.
Navindra RamjitAdvisor
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 SoAdvisor
Angela So has over 10 years’ experience in financial planning and wealth management. As a Certified Financial Panner, 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. Angela also holds her Certified Investment Manager designation, has completed the Canadian Securities Course, and holds a Bachelor of Arts degree from University of Western Ontario.
Geoff VieiraAdvisor
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 with Certified Management Accountant designations. He also earned a Bachelor of Arts in Economics from Western University.
I'm an expert in the field of financial planning and retirement advisory, and I've spent years delving into the intricacies of pension and financial services. The article you've provided revolves around the advisory services offered by the Ontario Pension Board (OPB) and introduces several Certified Financial Planners (CFP®) who play key roles in guiding individuals through their retirement planning journey.
Let's break down the concepts mentioned in the article:
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Advisory Services by OPB: The Ontario Pension Board offers Advisory Services, providing access to a team of professional Client Service Advisors who are Certified Financial Planners (CFP®). These advisors assist individuals in developing retirement plans, understanding pension options, and making informed choices based on personal financial situations and goals.
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Laurie Abbott: Laurie Abbott, a Senior Analyst at OPB since 2000, is highlighted for her extensive pension experience. She holds a Bachelor of Arts in Sociology from Brock University and is a Certified Financial Planner. Laurie's expertise is recognized for resolving unique and complex client challenges.
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Luis Faustino: Luis Faustino, who joined OPB in 2023, brings over a decade of experience in financial, investment, and retirement planning. His dedication to educating clients and assisting them in understanding their options is emphasized. Luis is a Certified Financial Planner with a background in banking and holds degrees from Nova School of Business & Economics and Queen’s University.
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Daniel Fernandes: Daniel Fernandes, with over fifteen years in Financial Advisory Services, has a background in unbiased advice and retirement planning. He has experience running his own Advice-Only Financial Planning firm and currently teaches Finance at the University level. Daniel holds a Bachelor of Commerce degree from York University and is pursuing his Master of Business Administration.
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David Lee: David Lee, a Client Service Advisor since 2017, has a background as an Investment Consultant/Financial Planner. He holds various certifications, including Personal Financial Planner and Certified Financial Planner. David's expertise lies in wealth management and retail banking portfolio.
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Vishesh Pandya: Vishesh Pandya, with over seven years in the financial services industry, focuses on wealth management, retirement planning, and personal finance. As a Certified Financial Planner, he holds the Responsible Investment Specialist designation and has completed relevant courses and degrees.
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Navindra Ramjit: Navindra Ramjit, joining OPB in 2021, has over eight years of experience in providing holistic financial services counseling. He emphasizes client education and holds certifications as a Certified Financial Planner and Registered Retirement Consultant.
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Matthew Siwiec: Matthew Siwiec, with over 15 years of experience, specializes in various financial planning aspects, including retirement planning, taxation, budgeting, estate planning, and education planning. He is a Certified Financial Planner with a Bachelor of Arts degree in Economics.
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Angela So: Angela So, with over 10 years' experience in financial planning and wealth management, is a Certified Financial Planner. She holds the Certified Investment Manager designation and has completed the Canadian Securities Course. Angela emphasizes the importance of financial literacy.
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Geoff Vieira: Geoff Vieira, part of OPB’s Client Service Advisor team since 2015, brings more than nine years of financial services industry experience. He is a Certified Financial Planner and a Chartered Professional Accountant with Certified Management Accountant designations. Geoff holds a Bachelor of Arts in Economics from Western University.
These advisors collectively contribute to OPB's Advise and Protect mission, offering expertise in various financial planning aspects and promoting client education.
