Lisa Lucio

CEO, CFP®, MBI Financial

Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.

As the first generation to enter into the family business, 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® retail store owner, MBI Financial board member, and mom of two older kids, Lisa loves advising clients about income tax, small business, and the intricacies of family corporations. In addition to her CERTIFIED FINANCIAL PLANNER certification, Lisa is an Investment Funds Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker, in addition to being a member of Blenheim’s BIA. Between her many professional and personal roles serving her family and her town, Lisa’s newest adventure is building her dream house in the country alongside her husband and kids.

Terri Lynn Colson

Associate, MBI Financial

Insurance Specialist and Deposit Broker. MBI Financial
Investment Funds Representative, Hub Capital Inc.

Terri Lynn joined MBI Financial’s administrative team in 2007 after a successful term as administrative personnel at Scotiabank’s head office; the excitement she experienced while helping clients through the administrative process fueled her desire to become an assistant with MBI Financial shortly afterward. Terri Lynn’s role has grown as she is now an Investment Funds Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker and is currently pursuing her Certified Financial Planner designation. When asked about collaborative learning, she states that “having a wonderful support team spanning decades of experience yields the greatest professional growth and satisfaction”. As a single mom of two teenage boys, Terri Lynn really enjoys sitting down with clients at any life stage and showing them how to set goals for financial independence. When she’s not busy planning with her clients or spending time with her family, Terri Lynn enjoys her membership to the Tri-County Optimist Club.

Jodie Reaume

Associate, MBI Financial

Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.

Jodie has been with MBI Financial for over 15 years and credits her professional success to sharing knowledge with her peers and colleagues. As an Investment Funds Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker and also 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.

Ron Vandehogen

Associate, MBI Financial

Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.

Entering the financial industry over a decade ago and working with MBI Financial since 2011, Ron is 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 an Investment Funds 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 farmers and their families know how to plan for their future and then, as they reach new life stages, Ron focuses on advising clients on their estate and funeral planning measures. In his free time, Ron – dad of two and grandfather of two – has served as a youth hockey coach, chairman of the Golden Acres Curling Club, and on the Canadian Association of Farm Advisers.

Diana Claridge

Operations Manager, Deposit Services

As the Operations Manager for MBI Financial, Diana’s professional development over 18 years with the company has been an asset to all the branch offices. 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.

Lynn Claeys

Team Lead, Investment Administrator

With Lynn’s senior administrative experience at MBI Financial’s Head Office location in Blenheim, her calm competence ensures that every clients’ paperwork is properly processed and stored. Holding her Business Administration diploma from St. Clair College, and professional experience as team lead, supervisor, and trainer, Lynn’s administrative strengths are a clear asset to the day-to-day workings of the office. She credits her successes to her focused attention to detail as well as her facility with technical aspects of the financial administration like wire order trading. Lynn celebrated her 15-year milestone with the company in January 2016.

Laura Butler

Investment Administrator

MBI Financial’s Head Office location in Blenheim is the central hub of the company; administrative support from staff members like Laura ensure that everything continues to flow smoothly around this hub. With 12 years in the industry and over two years on staff with MBI Financial, Laura’s strength in providing exceptional client service is an asset for a company that puts people first. Laura’s eye for detail means that one of the tasks she finds most satisfying is processing client forms with proficiency. Between work and her volunteering commitments, Laura is a proud mom to two busy children.

Dave Easter

IT/IS Manager

Dave relocated from his former position in corporate desktop support in the GTA back to Blenheim where he grew up to provide MBI Financial with full-time IT support and management in networking, database, and security. 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 small kids, Dave enjoys coaching sports and riding his vintage Suzuki motorcycle when he isn't barbecuing, biking, or running with his family.