519-886-2360 ext. 6241

"As one of Investors Group’s Top1 Financial Consultants, I will focus on building strong and lasting relationships with clients, following the core values of integrity, quality and responsiveness."

1 Top 1% of Investors Group Consultants based on 1999-2014 Investors Group New Business

About

ConsultantsTOP

Shari Foster, CPCA, CDFA, CHS, RRC

Associate Consultant

519-886-2360 ext. 6256

Shari joined our team in 2005 and has been a key player in the development of the practice. She has been in the financial services industry since 1994, with a solid background in insurance  and investments. Shari provides full financial planning services to clients and is the go to person for insurance in our practice. She has completed the Certified Divorce Financial Analyst (CDFA) program at the Institute for Divorce Financial Analysts, and has attained the following designations - Certified Professional Consultant on Aging (CPCA) , and Certified Health Insurance Specialist (CHS)

Shari is actively involved in the community with local charities and has two adult sons.

Katherine Enns

Associate Consultant

519-886-2360 ext 6257

Administrative TeamTop

Rita McEachnie

Executive Assistant

519-886-2360 ext. 6269

Sue M. Green

Business Development Coordinator

519-886-2360 ext. 6232

Sue joined our team in 2005 assisting with marketing, systems and business development.  She has over 25 years experience in Business and office administration. She received her Computer System & Business Honours Diploma from Humber College in Rexdale, ON.  Sue worked in the Banking sector for 6 years, followed by 20 years in Management and Systems Implementation for a private manufacturing company.

Maria Rodriguez

Executive Assistant

519-886-2360 ext 6360

Kelly Miller

Executive Assistant

519-886-2360 ext 6360
As a member of the Waterloo office, Russ McEachnie’s team has access to Investors Group corporate financial planning specialists that can be called upon to provide additional insight and strategies for your financial plan.

SpecialistsTop

Melanie Tackaberry-Locking

Mortgage Planning Specialist, I.G. Investment Management Ltd.

Melanie joined Investors Group in 2006 and was promoted to Mortgage Planning Specialist in 2009. She has quickly become one of the top Investors Group Mortgage Planning Specialist’s1 in Ontario earning Star Performer status in her first fully eligible year in 2011. Melanie provides straight forward advice on mortgage options including purchase, transfer, refinancing and secured lines of credit. Melanie’s roots to Investors Group span over 3 decades. She is dedicated to what a personalized plan has to offer clients and will work with them to help them achieve their financial goals and dreams. Melanie is married to Chris with 2 children, Jacob (16) and Aryanna (11). During her spare time, she runs back and forth to the arena to watch the kids play hockey, figure skating, and soccer.

1based on production values

Varun Kapoor, MBC,CIM

Securities Planning Specialist , Investors Group Securities Inc.

George McKenna, CFP, CLU, CHS

Insurance Planning Specialist, I.G. Insurance Services Inc.