Local Ottawa Presence
Global Reach
Providing knowledgeable, unbiased advice
What We Believe
Through our core values of trust, transparency and professionalism, we are committed to enriching the lives of our clients by delivering superior investment services. We put our clients at the heart of our business, developing and maintaining long-standing relationships based on our values. We respect diversity, value generosity and maintain a fiduciary responsibility to all investors.
“The CrossPoint Financial Way”
Professional wealth planning for individuals, families, corporations, institutions and foundations.
We are research-based and cognizant of the risk of human behavior and psychology that can interfere with intelligent investment decisions.
We strive to add significant value to returns after fees and taxes. To that end, we believe in fair and visible costs. Under our Managed program, our fees are independent of product and asset class, therefore creating an unbiased structure for trades to be executed. There are no trade commissions or embedded costs under this program, so trading activity itself doesn’t pay us. We are therefore fully aligned with our client’s objectives – a “go anywhere” model that strives to increase value.
We are value investors at heart, striving to find the reason why we own an investment and what the catalyst will be for growth in value. We look for good companies that are growing and are priced at reasonable valuations. We believe these elements will deliver the best results over time; results we can understand and make sense of. This allows us to stay invested with confidence, despite volatility, over the long run.
We balance this with recognizing that active management can be expensive and introduces greater risk of manager under-performance. As such we use low-cost passive indexing as core holdings. Overall, we believe that long term holdings in quality businesses removes a lot of the risk to investing.
Meet the Team
Advisory Team
Brent Vandermeer CIM®, FCSI®
Senior Portfolio Manager | Managing Partner of CrossPoint Financial
As the co-founder and managing partner of CrossPoint Financial, Brent is dedicated to helping clients take the first step in a journey that leads to a sound financial future through knowledge, discipline and dedication. He is passionate about helping people discover the purpose, or as he often refers to, the “why” for their money.
With a deeply instilled work ethic from hard-working Dutch immigrant parents, Brent was taught the value of money, how to be careful about spending but also about generosity and giving back to those less fortunate.
Brent got his start in the late 1990’s when he became a licensed advisor while completing his studies at the University of Ottawa business school (B.Comm, Finance). It was there that Brent realized his passion for helping others was deeply rooted within him and he went on to become a licensed discretionary Portfolio Manager. Brent holds a CIM® designation and is a Fellow of the Canadian Securities Institute (FCSI®).
Over the years Brent has developed a proprietary “P2A” Plan to Actual report that compares your actual investment balance to your personalized financial plan. Working closely with his clients, Brent builds and monitors long-term strategies along with comprehensive financial plans and processes to help clients build and maintain a comfortable lifestyle. Brent strongly believes that this work and this service is required in order to properly steward the wealth we’ve been given.
Brent loves sharing stories of this progression and in doing so paints a picture of how the financial industry works and how our clients are best served by working with a trusted advisor who is structured in the right way. The net result is a never-wavering focus on the provision of a superior wealth management experience.
Brent and his wife Lisa are kept very busy with their family of four children. In whatever spare time there is, Brent enjoys running/triathlon, swimming, is a connoisseur of great food, and tries to serve the greater good by actively contributing to their local church and charities.
Brent is honored to lead the CrossPoint team. Through hard work and never-wavering commitment to serving our clients, Brent believes we can help you achieve your dreams and, in this way, we contribute to making our world a better place even if just in a small way.
Insurance Advisor*, CrossPoint Financial Inc.
*Insurance products and services are offered through CrossPoint Financial Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Lindsay Thom
Head of Operations & Client Experience | Associate Investment Advisor
Lindsay joined CrossPoint Financial in 2021, bringing her extensive expertise as the Head of Operations and Client Experience. Her journey in the investment sector commenced in 2006 with Dundee Wealth Management as an Investment Advisor, evolving into a branch management role in 2010. In 2015, Lindsay advanced to a pivotal role as a Senior Branch Manager under National Business Supervision, overseeing corporate Branch Managers across four provinces at HollisWealth and iAS. In 2018, Lindsay moved to practice management where she ultimately built out the team and department and co-created the Business and Practices Program supporting advisors across Canada. Renowned for her positive leadership and deep industry acumen, Lindsay has been instrumental in enhancing team dynamics, coaching, and employee development. Her ability to streamline practices and processes has set a benchmark for excellence in leadership.
Away from the office, Lindsay’s passion lies in the world of hockey, particularly women’s and girls’ hockey. She actively plays with her childhood team, celebrating the enduring bonds formed on the ice. Her enthusiasm for the sport extends to coaching, especially as the coach of both her daughter’s KGHA teams—the very league where Lindsay’s own hockey journey began. This involvement not only reflects her love for the game but also her commitment to nurturing the next generation of female hockey players.
Erin Gendron CFP®, CIM®, FMA®
Portfolio Manager & Financial Planner
Erin Gendron is a seasoned professional with over 20 years of expertise in the financial services industry. Since joining the CrossPoint Financial Team in 2016, Erin has been a key asset, leveraging her extensive background in the field to provide invaluable insights to clients.
Her journey took her to the heart of Canada’s financial hub, Toronto, where Erin spent eight years contributing her skills and knowledge to two of the country’s major banks. Specializing in investment and financial planning services, Erin collaborated with a diverse clientele, streamlining day-to-day banking affairs, and helping clients comprehend and manage their credit situations.
Erin’s comprehensive banking experience uniquely positions her to offer practical, well-rounded advice to clients navigating the complexities of the financial landscape. Her passion lies in empowering individuals by providing sound financial guidance, enabling them to realize their visions through meticulous planning for the future.
A CERTIFIED FINANCIAL PLANNER® since 2008, Erin holds several industry accreditations, including the Financial Management Advisor (FMA) designation and a Certificate in Advanced Retirement Strategies. She also serves as an Insurance Advisor with PPI, showcasing a dedication to a holistic approach in her financial planning services.
Beyond her professional pursuits, Erin finds joy in balancing her life with outdoor adventures alongside her husband, Daniel, and their young kids, Callan and Avalyn. Whether skiing, camping, hiking or weekend trips to discover new music, Erin embraces a well-rounded lifestyle that reflects her commitment to both family and personal fulfillment.
Zarian Khan
Associate Investment Advisor
Zarian, an alumnus of Carleton University, graduated in 2015 with a bachelor’s degree in economics. His journey in the financial sector began with a significant tenure at leading Canadian banks, where he honed his skills for five years. In September 2020, Zarian brought his wealth of experience in retail banking, financial planning, and investment solutions to our team at CrossPoint Financial.
With a Chartered Investment Manager (CIM) Designation under his belt, Zarian is on a determined path to becoming a portfolio manager. He is driven by a genuine passion for guiding our clients towards their financial aspirations, using his expertise to craft tailored investment strategies.
Outside the office, Zarian and his wife, Ashley, share a commitment to fitness, balancing their love for dining out and savoring culinary delights on weekends. As enthusiastic foodies, they cherish exploring diverse cultures through their culinary adventures and make it a point to travel to new destinations annually. Zarian’s roots trace back to Pakistan, where his family lives, enriching his perspective with a blend of cultural experiences.
Support Team
Sandra Perez
Client Service Manager, Licensed Assistant
Sandra joined CrossPoint Financial in 2008 and leads the support team with a commitment to excellence. She takes immense pride in providing top-tier assistance to every individual she collaborates with.
Maggie Sharkey
Client Service Administrator
Maggie plays a pivotal role in supporting the team, serving our clients in an administrative capacity. Her ongoing dedication revolves around creating an outstanding client experience.
Dan Schultz
Portfolio Analytics Associate & Client Administrator
Dan has strong analysis and interpersonal skills that support both client experience and portfolio construction. His previous experience in investment banking and co-op experience at Crosspoint have developed his passion for helping individuals, families, and business owners achieve their goals.
Ben McVey
Portfolio Analytics Associate
Ben has a background as a Financial Analyst for the Department of Defence Canada, he brings valuable expertise to the team. Ben is pursuing a CFA designation and has a deep interest in tax strategy and planning. Outside of work, Ben’s passion lies in his rural Northern Ontario roots, where he enjoys hunting and fishing.
Diane Astley
Licensed Assistant
Diane brings over 19 years of wealth management experience, with a focus on enhancing client experience through strategy, analytics, and relationship management. Outside the office, she enjoys life on a patio with her camera and a book, planning new travel adventures, or exploring the TransCanada Trail on her bike.
Justine Cybolsky
Client Service Administrator
Justine is an experienced Administrative Assistant with over four years of expertise in office management and executive support, known for her strong organizational skills and attention to detail. At CrossPoint, she supports a dynamic team, ensuring smooth operations while continuing to grow her knowledge of the finance industry.
Nicole Duguay
Client Service Administrator
[email protected]
Nicole is a reliable and personable administrative professional with a strong focus on client service and smooth day-to-day operations. Known for being organized, approachable, and responsive, always aiming to create positive experiences for both clients and team members. When not in the office, you can find Nicole and her family training at the karate dojo, running, cycling or enjoying the gym.
Our Advisory Counsel
Meet Our Advisory Counsel: Your Partners in Wealth Management
At CrossPoint Financial, we are privileged to have the ongoing support of two esteemed semi-retired advisors, who have transitioned from their full-time roles but continue to enrich our team with their profound wisdom and expertise. With decades of combined experience in the financial markets, they bring a wealth of business acumen and deep industry insights that are invaluable to our team’s strategic decision-making process. Their dedication to mentoring our advisors and their commitment to staying engaged with the latest market trends ensures that our firm remains at the forefront of wealth management. Their legacy of excellence and visionary perspective not only guide our current strategies but also inspire the future direction of our firm.
Advisory Counsel Members
Gary Renaud CFP®, CIM®, FCSI®, TEP
Andrew Posthumus
Gary Renaud CFP®, CIM®, FCSI®, TEP
Gary Renaud
In 1992, Gary Renaud founded Life Span Financial Strategies and merged practices with Brent Vandermeer on December 1st, 2018 and co-founded the firm that is now known as Crosspoint Financial. As a partner, Gary is a key advocate to the growing success of the firm.
Gary is a licensed Portfolio Manager including options, offering discretionary investment and wealth management strategies.
Gary’s professional designations include:
- CFP®
- CIM (Chartered Investment Manager)
- FCSI (Fellow of the Canadian Securities Institute)
- RFP (Registered Financial Planner)
- TEP (Tax and Estate Practitioner)
Gary was born in Truro, Nova Scotia, but spent most of his youth living in the Province of Quebec where his father was stationed at various military bases. After completing his education, Gary was quick to apply the regimented work ethic he carried over from his upbringing to the business world. In 1978, Gary relocated to Ottawa where he bought his first business in 1987. In the following years, he would go on to buy and sell several other successful businesses.
Along the way, he met his wife Nancy and their family began to grow with the additions of Andrew, David, Leanne, and Steve. He is now a proud grandfather to Addy and Charlie.
In 1992, Gary shifted careers, joining the financial services sector, where he was able to apply his “hands-on” practical business knowledge in helping other business owners.
Those who have had the opportunity of working with Gary know that he takes charge and makes things happen. He’s known for creating a vision and developing the necessary steps to achieve the desired objectives. He understands the importance of teamwork, and Crosspoint Financial achieves results through his confidence and leadership as one of Ottawa’s wealth management professionals.
Gary is a strong believer that successful people need to deal with other successful people. As a Member of HollisWealth’s President’s and Chairman’s Club, Gary has become a recognized leader in his field and has become an individual that successful people value as a key advisor.
External Partners
Legal
Harold Feder
Brazeau Seller
Mergers and Acquisitions
Corporate and Commercial Law
Family Business
Non-Profit and Charity Law
Tax and Estate Planning
David Leith
Farber Robillard
Residential and Commercial Real Estate
Tax & Estate Planning (Wills & POA, etc)
Erin McNamara
McNamara Legal Services
Residential and Commercial Real Estate
Tax & Estate Planning (Wills & POA, etc)
Probate and Estate Trustee/Executor services
Accounting
Steve Ernst
Ernst and Company
Taxation for individuals and businesses, including compensation strategies, corporate restructuring, complex tax planning, estate planning, optimization of SRED development claims and cross-border planning.
Larry Hasson
McIntyre & Associates
Taxation for individuals and businesses, including assurance engagements, including IFRS (International Financial Reporting Standards) financial statements, personal and corporate reorganizations and tax planning engagements.
Insurance
PPI
Our insurance back-office brokerage and general agent. PPI is dedicated to Canada’s high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies, and PPI brings the expertise to complement our advisory team.
Larry Burns
L.W.Burns Financial
Specializing in the services of Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance and Estate Planning
Our Investment Dealer
As independent business owners, our advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. A member of iA Financial Group’s wealth management division, iA Private Wealth is one of Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment and financial strategies, iA Private Wealth offers individuals, families, and businesses fully integrated wealth solutions.
