As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Jennifer Warren, CFP®
Jennifer focuses on understanding her client's full financial picture and creating a sound plan that is tax efficient, cost effective and tailored to her client's specific long and short term goals.
Jennifer is a Certified Financial Planner and has several years of experience helping families and individuals with their unique financial planning needs. Recognizing that those needs change over time, she believes that regular communication with her clients is essential. All life events, such as marriage, divorce, new careers, birth and death have an effect on your finances. Jennifer will help you navigate through changes as they occur, while protecting what you have already built.
Jennifer graduated from the University of Guelph in 1995 with a Bachelor of Arts degree. In her free time, Jennifer enjoys writing fiction, travelling across the globe with her partner, Jason and going for long walks with her Golden Doodle, Edison. Jennifer lives in the beautiful village of Elora, Ontario and is the proud mother of two young adults, Kyle and Ryan.
Emma Montgomery, CFP®, RIS
Emma's focus is developing strong relationships with clients and tailoring her services to their specific needs. Based on our firm's investment principles, she recommends solutions that maintain diversity and are tax smart and cost-effective. She is also a Responsible Investment Specialist and can help clients incorporate competitive ethical investments into their portfolio.
Emma's career at our firm started as part of the administrative team in the Spring of 2015. She has since acquired her Life, Accident, & Sickness insurance license and her mutual fund license. She obtained her Certified Financial Planner® designation in 2021.
Her next educational pursuit is obtaining her Certified Executor Advisor designation. With our ageing population, the likelihood of one of our clients taking on the role of an executor is very high. She hopes to further her skills to support those clients through the process.
After graduating from the University of Waterloo in 2011 with a Bachelor of Arts in Social Development Studies, Emma spent two years teaching English on the Southeast coast of South Korea. When she's not working, Emma enjoys spending time with friends and family, trying new recipes, and participating in online fitness classes. Emma lives in Kitchener with her husband, Brian, and their cat, Lloyd.
Judy is an Administrative Assistant with more than twenty years of experience in the financial services industry. Prior to joining Huntley O'Hagan in March 2018, Judy worked with small business and financial planning teams, helping clients with issue resolution and inquiries.
Passionate about service excellence, Judy approaches all aspects of her role with integrity and from a client-focused perspective. Judy's ability to establish strong relationships consistently results in making client satisfaction a point of differentiation.
Well-known for solving problems, if Judy doesn't have an answer she will find it. She earned the nickname “1-800 Judy help me” and the Regional President's Award for her role as a resource and mentor.
When she's not assisting clients, Judy enjoys gardening and participating in the Central Frederick Art Walk. She lives in Kitchener with her husband Dave, young adult sons Andrew and Alan, and their golden retriever Shasta.
Kirsty joined the Huntley O'Hagan team in the latter part of 2019. While she is new to the world of financial planning, Kirsty has adapted quickly to her new environment and takes pride in providing efficient, friendly service. She enjoys being an integral part of our team by assisting our clients with the numerous administrative tasks required to help them meet their financial goals.
Kirsty has experience in a variety of fields including human resources, construction, and government settings. Kirsty has received numerous awards of distinction, including the Gold Duke of Edinburgh's International Award, which was presented by HRH The Duke of Kent in 2016. This award is presented to young people ages 14-24 for their efforts in personal leadership, community service, skill development, and physical recreation.
Kirsty graduated from Glendon College of York University in 2018. When not at work, Kirsty is active in various community volunteer positions as a member of the Kitchener-Waterloo Little Theatre, a Director on the board of the Toronto Historical Association, and a member of the Costume Society of Ontario.
While new to the financial planning field, Michelle has quickly established her place within the Huntley O'Hagan team since joining in late 2021. Michelle's enthusiasm for learning new things has allowed her to adapt swiftly to her new role. She takes pride in responding to clients in a friendly and efficient manner.
With a background in customer service in the bridal wholesale industry, Michelle understands the importance of approaching all problems from a customer-focused perspective.
Since graduating from the University of Waterloo in 2014 with a Bachelor of Arts, Michelle has moved back to her hometown of Elmira where she lives with her husband Mike and their rescue cat Whiskey. In her free time, Michelle enjoys knitting and crochet, as well as playing ringette and baseball.