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.

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. 

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.

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. 

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

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.

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.