Exciting changes and additions to our team

After twelve years of service, Erin is moving along….sort of. Erin has recently taken a position as Senior Branch Administrator with the Ottawa and Kanata corporate branches of Raymond James. This is an exciting move for Erin and we are thrilled that she will still be on the RJ team. When we get back in the office, a large amount of her time will be spent in the Kanata branch so you will all still get a chance to say hello to her in person. Erin has been a huge part of our team and a very dedicated teammate and for that, we are very grateful. Please join me in wishing her success in her new role.

“I am very grateful to have spent the last 12 years working for our wonderful clients with Paul & Sharon. The experience I have gained is immeasurable and helping our clients to meet their financial goals has been an honour. I’m excited to start a new chapter but will miss working with everyone directly on a daily basis”. – Erin

“Erin we will miss you on the team and I’m grateful for all the hard work and support you have given. You will be a real asset to the Raymond James Management Team. I wish you all the success in your new role. I look forward to working with Maureen and Monika as we help our clients achieve financial success. – Sharon

We are also very pleased to announce Erin’s replacement. Effective immediately, Monika Stoicescu has joined The Delfino Group and will take over Erin’s role. Erin will be training Monika over the next month or so. However, Monika comes to us with over 20 years of financial service experience and success so we believe the fit is fantastic for our team. She has worked for TD Wealth as well as RBC Dominion Securities. Most recently, Monika was working at Scotiabank. These positions have given her a very well rounded experience directly in the wealth management field.

Monika has lived and worked in Edmonton, Halifax, the UK and Germany. She will be a great addition to our team and will work directly with Erin to make sure that the transition is a smooth one for clients. Monika can be reached at 613.696.3943 or monika.stoicescu@raymondjames.ca. Please join me in welcoming Monika Stoicescu to the Kanata branch!

I am very excited to join Raymond James and the Delfino Group. I look forward to meeting you all and working with Paul and the team for many years to come. Please feel free to reach out to me anytime I am happy to help!

- Monika

We are pleased to add a great professional to our team

I am also very pleased to announce another addition to The Delfino Group. Effective March 1st Maureen O’Brien is joining our team. Maureen will be joining as an Associate Wealth Advisor. Sharon and I have worked and have known Maureen for more than two decades.

Maureen has worked in the Wealth Management industry since 1994. She grew up in Saint John, New Brunswick and is a proud Alumna of St. Francis Xavier University. Maureen’s experience and professionalism will be a great addition to our team. She can be reached at 613.696.3944 or maureen.obrien@raymondjames.ca.

Maureen is a Certified Financial Planner. She holds the highly regarded Chartered Financial Analyst designation, along with a Canadian Investment Manager and the Chartered Life Underwriter designations. Maureen will be able to provide her insight and vast experience to help create and implement wealth plans for our clients as well as prospective clients.

We can’t wait to have Maureen on board to assist clients with their financial peace of mind.

“It is such a pleasure to be joining Raymond James and The Delfino Group! It is true, Paul, Sharon and I go 'way back' and I am thrilled to be joining them in their mission to provide financial peace of mind to clients. I look forward to getting to know you, our clients, and bringing my experience and knowledge to bear on your financial situations so that you can live your lives knowing that your 'financial house' is in order.” - Maureen

My commitment is that my team and I will continue to provide the financial peace of mind that you and your family deserve. If you have any questions at all, please let us know.

Sincerely,
Paul