Get to know your team

A small group doing big business

inline-teamYou’re ambitious, dedicated and hardworking – and so are we. Offering years of expertise as well as excellence in client care, the Monteith Oldfield team is dedicated to your success. Our team of exceptional wealth management professionals can help preserve and grow your wealth through strategic, personalized financial services. We work with a wide range of clients, from new business owners to established professionals and the retired, and often deal with multiple generations. Our team gets to know each client on a personal level, developing genuine relationships that stand the test of time. We work with transparency, integrity and discretion, supporting our clients as new opportunities and challenges arise. It’s this commitment to clients that allows us to truly understand their needs and reach their goals, no matter what life throws at them.

We may be financial professionals who show up to work in suits, but our office is anything but bland. Our dynamic, collaborative and energetic team is second to none – we love what we do, and we do it well. With decades of experience across all areas of personal and corporate finance, we have earned the trust of clients across Simcoe County and beyond. We work hard for you, and enjoy doing it – after all, it feels good to make a difference.

Don Monteith

Senior Wealth Advisor

Graydon Oldfield

Senior Wealth Advisor
Associate Director, Wealth Management

Marg Sergi

Associate

Wanda Lemay

Assistant Branch Administrator

Joel Kitchen

Administrative Associate

John Michael Durant

Insurance Consultant