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Our Partners
Richard Paliani
Founding Partner/CEO
Financial Advisor
Office: 226-216-0895 x1007
Fax: 226-216-0024
Email: rpaliani@stewartfisher.ca
Nick Giovannetti CFP®CLU®CHS®CCS
Managing Partner/President
Certified Financial Planner®
Direct: 226-526-4478
Office Waterloo: 519-746-5111 x292
Office Windsor: 226-216-0895 x1011
Fax: 519-746-4377
Larry Hoekstra, CFP®CHS®FIC
Larry Hoekstra, CFP®CHS®FIC
Managing Partner Waterloo
Certified Financial Planner®
Office: (519) 746-5111 x301
TF: 1-800-407-5111
Fax: 519-746-4377
Email: lhoekstra@stewartfisher.ca
Advisors
Patricia Soulliere, LLD
Soulliere Financial Founder/Sr. Client Relations Expert
Windsor, ON
Direct: 226-526-4429
Office: 226-216-0895 x1006
Fax: 226-636-0630
Email: psoulliere@stewartfisher.ca
Elise Keller, RIS
Senior Associate Advisor
Windsor, ON
Direct: 226-526-4457
Office: 226-216-0895 x1008
Fax: 226-336-7110
Email: ekeller@stewartfisher.ca
Phil Danelon, MBA
Financial Advisor
Windsor, ON
Direct: 226-526-4423
Office: 226-216-0895 x1005
Fax: 226-526-4505
Email: pdanelon@stewartfisher.ca
Eric Wellwood
President of Sports & Entertainment Division
Windsor
Office: 226-216-0895 x1012
Direct: 226-526-4491
Fax: 226-726-8158
Email: ewellwood@stewartfisher.ca
Group Benefits
Jack Larmond, GBA
Group Specialist - Strategic Partner
Before founding JWL Benefits in 2013, Jack worked at a leading group benefits consulting firm for 7 years. Jack is a specialist in employee benefits, holding a Group Benefits Associate (GBA) designation, which highlights his dedication and expertise in this field. Jack focuses on designing, implementing, and managing group benefits and group retirement plans for small to large employers. Since 2006, Jack has advised over three hundred
corporations, including private, public, and not-for-profit organizations, in both union and non-union settings.
A strong supporter of several charitable organizations, Jack lives in Windsor with his wife April and their three children.
Let's Connect:
Direct: 519-992-6992
Client Service Associates
Dina Maglic, Operations Manager, Windsor
Dina obtained a BA degree in Psychology from the University of Windsor in 1994. She has 30+ years of experience in the financial services industry. Dina began her career with Stewart Fisher in 2006 as a Marketing Assistant, in 2008 she became the Executive Assistant to the President, Richard Paliani, and in 2011 she was promoted to the Operations Manager. She possesses excellent organizational skills as well as a positive team attitude. She enjoys spending as much time with her 25-year-old adult children, one of whom is with the Canadian Military and the other is a Tattoo Artist. Dina attributes much of her success and strength from her hard work and dedication, as well as the support from her loving family.
Direct: 226-526-4406
Office: 226-216-0895 x1001
Fax: 226-526-4505
Email: dmaglic@stewartfisher.ca
Morgan Eagen, Assistant Manager/Client Services, Windsor
Morgan holds a BA degree in Communication Studies from the University of Windsor and has worked in the financial industry for 6+ years. She began her career with Stewart Fisher, as the receptionist, but was quickly promoted to a Marketing Assistant. Her dedication to the team and willingness to go above and beyond for our clients, has gained her the current role of Assistant Manager. Her free time is devoted to her son, whether playing soccer mom or Mario Kart. Morgan is a Walkerville local and enjoys working close to home in our historic and artistic neighbourhood.
Direct: 226-526-4409
Office: 226-216-0895 x1002
Fax: 226-241-4410
Email: meagen@stewartfisher.ca
Corrine Manning, Administration/Client Services, Windsor
Corrine brings with her 8 years of experience in the Financial Services field as well as 15 years of teaching experience. She holds an Honours Bachelor of Commerce Degree from the University of Windsor and is also the proud mother of a loving son. Corrine is a team player who works cohesively for the continued success of the organization. She conducts herself with a positive attitude and a natural instinct to assist clients both professionally and graciously. Corrine is one of the newest members of the Stewart Fisher Financial team.
Direct: 226-526-4411
Office: 226-216-0895 x1003
Fax: 226-336-7111
Email: cmanning@stewartfisher.ca
Carli Paliani, Administration/Client Services, Windsor
Born and raised in LaSalle Ontario, Carli began her post-secondary education at the University of Windsor. Graduating with a degree in Business Administration, Carli has always had a passion for learning and working hard to accomplish her goals. After living in the United States for three years, Carli recently moved back to LaSalle where she began working for Stewart Fisher Financial. Although new to the industry, Carli remains determined to excel in financial services and ultimately follow in her father Richard’s footsteps. Carli brings with her a positive attitude and pleasant personality to our team.
Direct: 226-526-4414
Office: 226-216-0895 x1004
Fax: 226-636-0551
Email: cpaliani@stewartfisher.ca
Kathy Pettit, Business Development & Operations Manager, Waterloo
Kathy has worked alongside Larry Hoekstra since 2008 and Nick Giovannetti since he joined the organization. Thanks to her industry expertise and support, she was promoted to Business Development and Operations Manager in September of 2024. With more than 20 years in the insurance sector, Kathy is life licensed and skilled in providing support to both our clients and the entire team. Kathy works hard to keep the team on their toes – and has a sense of humour that matches her silver-lining outlook. At home, Kathy enjoys life with her husband, Peter and their three children who keep her young and constantly laughing. Her home is a sanctuary for rescue animals – and currently she has 1 dog and 6 birds. The joy and support she receives from her family have been integral to her professional success, providing a solid foundation she can always rely on.
Direct: 519-746-5111
Office: 226-216-0895 x1010
Fax: 226-258-7728
Email: kpettit@stewartfisher.ca
Jennifer Koebel, Office Manager/Administration & Client Services, Waterloo
Jennifer is a dedicated and experienced Executive Administrative Assistant with over 25 years of insurance and financial experience.
She takes pride in providing support and guidance to our clients with confidence and is committed to deliver reliable and exceptional service. She is detail-oriented, hardworking and versatile individual with proven organizational skills. She has proven her capability in being well-organized, office administration, record keeping and performing customer oriented tasks.
Office: (519) 746-5111 x291
TF: 1-800-407-5111
Fax: 519-746-4377
Email: jkoebel@stewartfisher.ca
Cindi Atkinson, Executive Assistant/Licensed, Waterloo
With nearly four decades in the financial industry, Cindi Atkinson brings deep expertise and dedication to Stewart Fisher Financial’s Waterloo office. She began her career in 1985 on Bay Street with Wood Gundy and later helped establish TD Evergreen in Canada alongside Jeff Carney.
As a former Branch Manager and Financial Advisor at a major financial institution, Cindi has a strong foundation in financial planning. Now, as an Executive Assistant and Client Services Team member, she provides expert support with professionalism and care.
Licensed in Insurance and Investments, Cindi is committed to helping clients navigate their financial futures with confidence.
Direct: 519-854-1638
Office: 519-746-5111 x295
Fax: 519-746-4377
Email: catkinson@stewartfisher.ca
Tiffany Dietrich, Administration/Client Services, Waterloo
With over 13 years of experience in the insurance industry and 25 years of customer-facing roles, I am deeply committed to helping customers achieve success. My extensive background has equipped me with the knowledge, skills, and dedication needed to provide exceptional service and support to clients. I believe in building strong relationships based on trust, understanding, and personalized solutions, ensuring that each customer’s needs are met with excellence and care.
Office: (519) 746-5111 x294
TF: 1-800-407-5111
Fax: 519-746-4377
Email: tdietrich@stewartfisher.ca
Multi-Location Support
Our Windsor Office Team
Our Waterloo Office Team
Our Waterloo Office Team
Our team of experts can help your business grow and succeed with our proven consulting services. We offer personalized solutions to help you achieve your goals.
Our Waterloo Office Team
Our Waterloo Office Team
Our Waterloo Office Team
Our marketing experts can help you develop a comprehensive strategy to increase your brand awareness and drive sales. We use the latest tools and techniques to get results.
On The Horizon
New Offices
We’re expanding to better serve our clients across Ontario! Stewart Fisher Financial is excited to announce the opening of two new offices, allowing us to bring our tailored financial solutions closer to you, wherever you are in the province. Stay tuned for more details as we grow to meet your needs.
Oakville Office
Hamilton Office
