Suite 200 - 1030 Upper James St, Hamilton, ON L9C 6X6View on Map »

Meet The Team

P. Daniel Lynch, CFP®, CLU, ChFC

Certified Financial Planner®
Investment Funds Advisor - Investia Financial Services Inc.

P. Daniel Lynch, CFP, CLU, ChFC entered the financial services industry in 1987 and became a mutual funds representative in 1995. He joined the original business, L&A Financial (founded in 1987 as a family business), because the team's values aligned well with his own.

Dan's problem-solving skills enable him to enjoy developing financial plans for individuals willing to be open to a full disclosure of their goals, objectives, and current status. He feels particularly rewarded when an individual seeks advice and is willing to take the time to understand and commit to their own success.

Dan's understanding of the evolving dynamics of everyday family\business life and the related priorities allows him to develop a cost-effective and versatile financial plan that readily adapts to those changing needs.

Dan's focus is on the client's needs and this remains the primary driver of every piece of advice he delivers; every client interaction is an important piece of the planning process. He and his team are knowledgeable, understanding, and devoted to their task.

Dan has served as a member on charitable boards, the Hamilton Allstar Jazz Band, and Grimsby Amateur Baseball Association, and taught Financial Planning at Niagara College.

Dan's 37 year marriage, two children and three grandchildren provide opportunities for him to enjoy his hobbies: golfing skiing, fishing, and woodworking.

Leo Jolicoeur, B.Comm. (Hons)

Financial Advisor
Investment Funds Advisor - Investia Financial Services Inc.

Leo Jolicoeur B.Comm(Hons), Wealth Advisor, partnered with 'Your Planners' (previously L&A Financial) in September 2015. He started in the Financial Planning industry at London Life in 2013 after working in various accounting and finance positions in the manufacturing industry, including: Manger of Estimating and Pricing Analysis, Controller/Finance Manager, and Financial Analyst.

Leo provides financial and tax advice, wealth and insurance strategies, and portfolio management to clients who are seeking guidance in navigating their financial world. Listening to clients wants/needs and developing strategies to achieve them in the most cost effective/tax efficient way possible is his passion.

Leo enjoys working with clients who appreciate the value of a Financial Advisor and are committed to taking prudent steps to achieve their goals and protect their families from financial hardships. He welcomes the challenge of assisting clients who are preparing to retire and need to incorporate their RRSP and Group Defined Contribution plan investments into a comprehensive tax efficient retirement income strategy. He also excels in transforming these strategies into efficient transfers of wealth to the next generation through focused Estate Planning.

Leo is pleased to affirm that 'Your Planners' is client-focused, open, honest, knowledgeable and approachable. They listen to their clients, understand and address their concerns, and provide effective solutions.

Leo and his wife Tatjana and their two children, Alec & Eve, live in Binbrook where they thrive on camping and other outdoor activities. Golf and cooking are two of Leo's favourite challenges.

He is currently President of the Advocis Greater Niagara Chapter and completing his Certified Financial Planning designation.

Bertha (Bert) Ravn, CFP®

Certified Financial Planner®
Investment Funds Advisor - Investia Financial Services Inc.

Bert's passion is to devote her time and expertise to clearly help clients identify their financial priorities and then develop a customized plan to achieve their objectives. She understands that many people are uncomfortable talking about money and that financial planning can be stressful. This anxiety can hinder their ability to take care of their family's needs so she believes it is vital to address these concerns with honesty and sensitivity. Bert helps people get comfortable with their money and make investment decisions that truly reflect their means, values, and goals.

As her clients say, Bert is an approachable, professional individual who gets to know us beyond the numbers. She learns about our lives (family, business, pets, etc.), really listens to our needs, and can look beyond immediate concerns. This allows her to devise effective long-term plans while taking our current lifestyle needs into account.

Her personable approach to financial planning and investment advice stems from genuinely caring for clients while providing a realistic, professional, and honest assessment of their needs.

Andree Ansaldo

Licensed Assistant / Support Associate

Andree Ansaldo joined 'Your Planners' as a Licensed Investment Assistant in 2016. She has been providing support in the Financial Services industry since 1998.

Andree's passion is working diligently to ensure that clients receive the service that gives them the utmost confidence that their interests are being heard and professionally addressed. She's also passionate about maintaining compliant financial services office protocol.

Andree is resourceful, knowledgeable, energetic, friendly, and tenacious. This guarantees 'Your Planner's' clients receive professional, customized administrative services.

Andree is a cyclist and savours recreation with her daughter. For many years she was on the Hamilton Skating Club board.