About Our Team
CFP, CLU, Ch.F.C.
Brian McArthur is the principal of McArthur Financial Services and has over 38 years of experience in the financial planning business. He holds designations as a Chartered Financial Planner (CFP), a Chartered Life Underwriter (C.L.U.) and a Chartered Financial Consultant (ChF.C.).
Jay Doyle is a Wealth and Estate Consultant specializing in risk management strategies for professionals, entrepreneurs and business owners. His knowledge and experience enables him to provide comprehensive solutions and products to a wide variety of clients.
Jeremy Warnick is a Financial Security Advisor. Jeremy has been with the company since 1999 and has experience in financial planning including wealth management, estate planning and risk management. His diverse group of clients include retirees, corporations and entrepreneurs.
CFP, RHU, B.Comm(hons)
Patrick heads up the group benefits and pension arm of McArthur Financial and continues to grow his personal business with young professionals and new families. Patrick is a avid recreational hockey player and has been known to swing golf clubs.
Jeff will take the time to help you to create clarity in your goals in order to make certain that the plan that he creates is actually getting you closer to what you want to achieve.
Lori has a strong background in customer service and has worked alongside financial advisors for well over a decade, joining the McArthur team in 2009. Lori is responsible for administration on insurance products and strives to deliver an exceptional client experience.