Our Team

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Jason was born in Woodstock, Ontario, and lived throughout Southwestern Ontario before settling in Ayr over 30 years ago.

Prior to entering the Financial Services Industry, Jason graduated from Conestoga College after completing the Mechanical Engineering – Design Analysis program. For 18 years he was employed by a custom industrial automation builder first as a mechanical designer, but primarily as the software/program developer.

Jason joined Ayr Financial Services – Investment Planning Counsel in 2015 as an associate. In 2016 he moved into the advisor role after receiving a Post Graduate Certificate in Financial Planning Services. In 2018 Jason moved from IPC Investment Corporation, to IPC Securities Corporation and formed Ayr Financial Services Group to be able to further serve the needs of his clients. Jason brings his attention to detail gained in his years in the engineering field, to the work he performs for his clients.

Jason is licensed with the Investment Industry Regulatory Organization of Canada (IIROC) and holds his Life Insurance License under the Life Insurance Licence Qualification Program (LLQP).

Jason believes in continuous improvement and furthering his education, most recently he achieved the credential of CFP Professional ® (Certified Financial Planner), considered the gold standard in financial planning. The CFP designation is offered by the Financial Planning Standards Council and is awarded after passing the FPSC Level 1 exam, the Capstone Case Study, and the CFP examination.

Outside of the office Jason can be found in around Ayr, coaching minor hockey, playing adult recreational hockey and baseball, or spending time with his wife, and their two children.

Lindsay has achieved a Bachelor of Arts specializing in Accounting from The University of Western Ontario and has received a Post-Graduate Certificate in Financial Planning Services from Conestoga College.

She obtained her CERTIFIED FINANCIAL PLANNER® designation in January 2020. To further her education, Lindsay completed the Trust and Estate Practitioner designation in 2023. Prior to joining Ayr Financial Services, she spent 3 years working as an advisor in a major Canadian bank. Her unique educational background will serve as an asset in providing individualized advice tailored to your needs.
Originally from rural Stratford, Lindsay now lives in Kitchener with her husband and their son.

In 1997, after 20 years with a major Canadian Bank, Dennis joined an independent dealer, where he could focus on building relationships, and financial plans for his clients. In 2008, his branch joined Investment Planning Counsel, and in 2012 we moved into our home in the historic Carnegie Library in Ayr. Many of Dennis’ clients have been with him over 20 years, and span multiple generations.

During his career, Dennis obtained the following designations: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI).  Today Dennis has taken his own advice and moved to the "mostly retired" stage of his career.  When not hiking the Bruce Trail, enjoying Lake Huron, or visiting his grand children, he is a resource that we still tap into from time to time, taking advantage of his 45 years in the industry.

Nancy joined Ayr Financial Services in 2024 as Office Manager. She has a Bachelor of Arts Degree from York University and a Diploma in Public Relations from the University of Victoria.

Nancy is a strong communicator and supports the office and our clients in many capacities. She brings a wealth of knowledge, work ethic, and professionalism, having worked in several different industries.

Nancy lives in the Cambridge area and enjoys spending time with her family.

Lisa joined our team in 2022 and has more than 20 years’ experience in the Financial Services industry with a major Canadian bank.   Lisa attended Sheridan College for the Business Administration – Finance Course and is Mutual Funds licensed with the Mutual Fund Dealers Association.   As a Licensed Assistant for IPC Investment Corporation, Lisa is required to stay up to date in an ever-changing industry.  Lisa grew up in Oakville, Ontario and moved to Ayr in 2024.  Away from the office, Lisa enjoys spending time with her son and fiancé.