Our Team

Phone: 1-519-676-8106
Email: llucio@mbifinancial.com
Lisa Lucio
CEO, CFP®, MBI Financial
Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.
Working in the family business since 1988, MBI Financial’s CEO, Lisa Lucio, has an intuitive understanding of the milestones that can affect our finances and a practiced hand constructing a portfolio that reflects clients’ best interests. As a Certified Financial Planner® (CFP®), retail store owner, MBI Financial board member, and mother of two daughters, Lisa loves advising clients about income tax, small business, and the intricacies of family corporations. In addition to her CFP® designation, Lisa is a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker, as well as a member of Blenheim’s BIA.

Phone: 1-519-676-8106
Email: jreaume@mbifinancial.com
Jodie Reaume
Associate, MBI Financial
Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.
Jodie began her career in financial services with MBI Financial in 2000 and credits her professional success to sharing knowledge with her peers and colleagues. Holding her Mutual Fund and Life Insurance Licences and pursuing her Certified Financial Planner designation has given Jodie insight into which financial products resonate with her clientele. “I want every client to feel that they can ask for a briefing on the full range of products that we offer, including Registered Education Savings Plans (RESPs) and Registered Disability Savings Plans (RDSPs) for those who have to provide financial care for a loved one with disabilities.” Jodie is a mom of two and an active churchgoer and volunteer in her community.

Phone: 1-519-676-8106
Email: rvandehogen@mbifinancial.com
Ron Vandehogen
Associate, MBI Financial
Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.
Ron’s career in the financial industry began at SunLife Financial; he accepted a position in 2010 as an advisor at MBI Financial’s Blenheim branch where he has proven to be an asset to clients and colleagues alike. A farmer himself, Ron has relentlessly pursued accreditation where farming meets finances: he is a Certified Agricultural Farm Advisor, as well as a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker. Ron is also a member of the Registered Deposit Brokers Association (RDBA), Advocis, and the Canadian Association of Farm Advisers. With his personal and professional experience, Ron enjoys making sure that clients and their families know how to plan for their future and then, as they reach new life stages, Ron focuses on advising on their estate and funeral planning measures. In his free time, Ron – father of two and grandfather of two – has served as a youth hockey coach and chairman of the Golden Acres Curling Club. Ron is looking ahead in attaining his Certified Health Specialist designation through Advocis.

Phone: 1-519-676-8106
Email: dclaridge@mbifinancial.com
Diana Claridge
Operations Manager, Deposit Services
As the Operations Manager for Deposit Products at MBI Financial, Diana Claridge, though she is based in Blenheim, has been an asset to all the branch offices though her professional development during her 18 years of service with the company. With certification in Management Studies through St. Clair College, Diana applies her foundational knowledge of Human Resources, organizational behaviour, and employment law to her role. Through every day management of the administration team, Diana models problem-solving skills and relationship management skills on a daily basis while herself providing excellent administrative support to colleagues and clients alike. When not at work, Diana enjoys spending time with her family where she is mom, step-mom, and grandmother.

Phone: 1-519-676-8106
Email: dworkman@mbifinancial.com
Darlene Workman
Back Office Administrator
Darlene joined the MBI Financial team in 2017 and brought with her over a decade of back office processing experience for one of the largest insurance companies in Canada. She ensures investment transactions are processed efficiently and effectively and supports her team in their daily processing. Darlene readily finds areas that can be made more efficient and has a vital role in managing these improvements. On the weekends, Darlene, a mother of three and grandmother of three, can be found running her antique shop or enjoying her other passion, baking – she is well known for her delicious pies

Phone: 1-519-676-8106
Email: aramsden@mbifinancial.com
Anne Ramsden
Client Relations and Marketing Representative
Welcoming and efficient Client Relations and Marketing Representative in MBI Financial’s Blenheim branch, Anne Ramsden, has an intuitive knack for making clients feel confident and at home in the office. With a background in Human Resources and professional experience in administration and customer service, Anne ensures that clients first face to face contact with MBI Financial is cheerful and productive. Interested in all aspects of MBI Financial’s day-to-day operations including financial licensure, Anne’s passion for learning – about sound investments in Canada, as well as how to make clients feel at home, is what she loves best. Anne works hard at managing and creating ads and new marketing strategies for MBI Financial. She is a busy mom of two and step-mom of one and loves entertaining family and friends on weekends.

Phone: 1-519-676-8106
Email: deaster@mbifinancial.com
Dave Easter
IT/IS Manager
Dave relocated from his former position in corporate desktop support in the GTA to Blenheim where he grew up to provide MBI Financial with full-time IT support and networking, database, and security management. With a future-focused perspective, Dave ensures that MBI Financial has the security systems and productivity tools to best assist and protect clients – things he’s really passionate about. Having most recently accomplished Network+ and ITIL V3 certifications, Dave is currently working on business network, software, and server management to maintain and grow MBI Financial’s systems. Dad to two young children, Dave enjoys coaching sports and riding his vintage Suzuki motorcycle when he isn't barbecuing, biking, or running with his family.

Phone: 1-519-674-3613
Email: broest@mbifinancial.com
Bonnie Roest
Associate, MBI Financial
Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.
Bonnie Roest started her career in the financial services industry over 21 years ago. She pursues her professional development with dedication. In addition to being a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker, Bonnie holds the following designations: Association of Municipal Clerk-Treasurers (AMCT) and Licensed Labour Sponsored Agent. Bonnie helps clients practice the philosophy of living for today but planning for tomorrow. She loves helping clients with serious illnesses process and manage financial decisions that will leave them and their families with security in the future. Bonnie also enjoys advising seniors on how to organize and manage their estate and in the next phase of her ongoing professional development, Bonnie is pursuing her Certified Financial Planner designation.

Phone: 1-519-674-3613
Email: lhamilton@mbifinancial.com
Lisa Hamilton
Licensed Assistant
Lisa Hamilton’s knowledgeable and efficient administrative support in MBI Financial’s Ridgetown office keeps paperwork moving on behalf of every client in the office. She is a member of the Registered Deposit Brokers Association and she completed her Investment Funds in Canada course in May of 2018. Since starting at MBI Financial in 2007, Lisa is continuously sought out by colleagues for insight into the organization and client service standards that keep the business flowing smoothly. Lisa has an eye for task efficiency to improve the customer experience and is able to view financial processes from the clients’ perspective so that she can ensure our clients fully understand the process that occurs when they choose MBI Financial to act as their advisor.

Phone: 1-519-682-3183
Email: ljamieson@mbifinancial.com
Luanne Jamieson
COO, Associate, MBI Financial
Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.
Protecting and planning for the future is something that MBI Financial's COO, Luanne Jamieson understands very well. With her project management background in the field of automation and as the mother of three young children, Luanne ensures that her clients invest both in their future potential and that of their families’. Luanne is a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker in addition to being a board director for MBI Financial. Her passions are ensuring that every client has an outstanding experience, and using Pinterest to marry form with function at home. Luanne is currently pursuing her Certified Financial Planner designation and has achieved the FPSC Level 1® Certification in Financial Planning.

Phone: 1-519-682-3183
Email: ktagg@mbifinancial.com
Kristy Tagg
Administrative Assistant
Kristy joined the MBI Financial team in 2016 and has proven that client services is her specialty. From managing schedules and answering client questions, to processing investment transactions, Kristy ensures that the client’s interests are placed first and foremost. Kristy recently completed the Canadian Deposits Self-Study Course and is excited to further her career in the financial services industry.

Phone: 1-519-322-0245
Email: ldominguez@mbifinancial.com
Lisa Dominguez
Associate, MBI Financial
Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.
Based in Leamington, Lisa Dominguez’s experience at TD Canada Trust and as a retail store owner for much of her professional life before joining MBI Financial adds a valuable asset to her client perspective. Lisa loves helping clients find the right investment and insurance products to protect and grow their lifestyle for now and for later. With a Bachelor of Commerce from the University of Windsor, Lisa has a Certificate in Financial Services Advice and is a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker. Bilingual in French and English, Lisa is a mom to two wonderfully different kids who helped her find her passion for showing families that they do have time to make sound financial decisions, at the same time ensuring that they are able to pass wealth on to future generations. Friendly and outgoing, Lisa loves placing clients in the best investments for their needs. Lisa is currently pursuing her Certified Financial Planner designation and has achieved the FPSC Level 1® Certification in Financial Planning.

Phone: 1-519-322-0245
Email: aschauer@mbifinancial.com
Alex Schauer
Licensed Assistant
Alex accepted a position with MBI Financial in 2017 in the Leamington office where he has proven to be an asset. Alex has a professional and organized mannerism and works hard to ensure that paperwork is processed efficiently while helping to create a welcoming atmosphere. Alex has an educational background in business and computer programming and has recently completed his Investment Funds in Canada course and registered with the MFDA. Alex is planning to keep working hard to further his career in the financial services industry. When he isn’t hard at work he enjoys spending time at home with his beloved pets – a dog and two cats – where he can usually be found reading, cooking or visiting with friends.