Our Team
  
 
 

Together we bring you over 100 years of experience
wayne

Wayne Branchaud EPC
Managing Partner,
Financial Security Advisor
In the year 2001, managing directors Wayne
Branchaud and Lynn Whetham merged their talents to form Stepright Capital Planning Inc. Their purpose was to dedicate their energies to help people take full advantage of the money they have set aside for their future and for that of their loved ones.... more>>>
Lynn Whetham CFP, ATM
Managing Partner
Stepright Capital Planning Inc. is a company dedicated to helping people maximize the money they have earmarked for their own future and that of their loved ones. As Managing Director, Lynn, together with fellow Managing Director, Wayne Branchaud, guide the Stepright team to provide exceptional customer service.. more>>>
Diane Sloat
Financial Security Advisor
Diane joined Stepright in 2007 following a 25 year progressive career in the financial services industry. Highlights of her experience include acting as an Investment Consultant to mutual insurance companies and serving in the capacity of Account Manager and General Manager at CIBC. more>>>
Deirdre Branchaud
Office Manager
Deirdre’s customer service background dates back to 1996. She was employed with London Life and worked with financial advisory teams at their Pickering and Brantford locations. When Wayne Branchaud and Lynn Whetham formed Stepright Capital Planning Inc. in the year 2001, Deirdre was at her husband
Wayne’s side. more>>>
Barry Ames, CFP
Certified Financial Planner
Barry joined Stepright Capital Planning Inc. in 2007 to further his career in financial planning. He recognized that Stepright was a company that abided by high ethical standards in helping people to maximize the money they set aside for their future and that of their loved ones. His goal was to utilize his Certified Financial Planning skills and be a part of a company who had their clients’ best interests at heart – Stepright was the fit. more>>>
James Hood
Financial Security Advisor
Coming Soon. more>>>

 
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48B Main Street South, St. George ON, N0E 1N0 Phone 519.448.3477 Toll Free 1.866.218.6467
 

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