About Us
Jeremy started his career in the financial services industry in 1987. He worked with several major Canadian financial institutions before becoming an independent financial planner in 2001. Jeremy offers mutual funds through his affiliation with FundEX Investments Inc, a national mutual fund dealership.
A graduate of Carleton University in 1987, Jeremy went on to complete the Canadian Securities Course. Since then he has obtained his PFP (Personal Financial Planner), CFP (Certified Financial Planner) and CLU(Chartered Life Underwriter) designations. Jeremy is currently enrolled in the RHU (Registered Health Underwriter) program as he continues to invest in his professional education and competencies.
Jeremy is licensed to sell mutual funds in Newfoundland, Nova Scotia, Ontario and Alberta and holds a Newfoundland Level II Insurance license. He is also certified to deliver the Myera.MyLife™ and Myera.MyFinancialComfort™ seminars from Myera Inc.™
Jeremy lives with his wife and daughter in St. John’s Newfoundland. He is very involved with the local tennis community and is currently sitting on the Board of Directors of the Greenbelt Tennis Club. He is steadily growing his business through referrals from existing clients and he welcomes the opportunity to meet with new prospects and discuss their own unique dreams and goals.
Elsa began her career in the financial services industry in 1971. Most recently, she worked with RBC Royal Bank, before joining Ibson Financial in 2008. Elsa earned her Personal Financial Planning designation in 2002, after completing the Canadian Securities Course (CSC) in 2000. She has been licensed to sell mutual funds in Newfoundland since 1993.
Elsa lives with her partner in St. Philips, Newfoundland. She has two sons, a daughter-in-law and two grandsons. In 2007 Elsa was invested into the Order of Newfoundland and Labrador for her involvement in founding the Newfoundland and Labrador Genealogical Society. In 2005 Elsa received an Award for Excellence in Craft from the Craft Council of Newfoundland and Labrador for her work in the development and preservation of the traditional Newfoundland and Labrador floor cloth.
Elsa welcomes the opportunity to help answer your financial questions, review your overall financial situation, and help you meet your financial goals. Elsa enjoys helping her clients with lifestyle planning and identifying financial goals by working out a customized financial plan and strategies to achieve those goals.
Lori O'Brien joined our team in November 2005 with 8 years of experience in our industry. She is responsible for providing Ibson Financial’s clients with service and administration of their accounts. Lori brings a good working knowledge of investment and insurance products, combined with her commitment to providing quality service at all times.
She has completed the Canadian Investment Funds Operations Course and is continuing her studies in the Canadian Investment Funds Course.
Lori lives in Paradise. Her interests include walking her Siberian Husky Mickey, camping & riding motorcycles. Lori welcomes the opportunity to provide our clients with excellent support services moving forward.