Bonnie Roest
Bonnie Roest began her career in the financial services industry over 21 years ago and continues to pursue her professional development with dedication and purpose. Known for her compassionate approach, Bonnie helps clients balance the philosophy of living for today while planning for tomorrow.
With extensive experience and a calm, supportive presence, Bonnie is especially passionate about guiding clients through complex financial decisions during challenging life circumstances. She takes pride in helping individuals facing serious illness find clarity and confidence, ensuring their financial plans provide lasting security for both themselves and their families. Bonnie also enjoys working closely with seniors, helping them organize, simplify, and manage their estates as they plan for the next stage of life.
Areas of Focus
- Investment & Mutual Fund Solutions
- Life Insurance Planning
- Estate Organization & Planning for Seniors
- Financial Planning During Illness & Life Transitions
- Long-Term Financial Security
Designations & Licenses
- Investment Funds Representative, HUB Capital Inc.
- Licensed Life & Health Insurance Agent
- Affiliate Deposit Broker
Bonnie’s thoughtful, empathetic approach helps clients feel supported and prepared—no matter where they are in life’s journey.
Luanne Jamieson CFP®
Luanne Jamieson, COO of MBI Financial, understands the importance of protecting today while planning confidently for the future. With a background in project management and as a mother of three, Luanne brings both structure and real-world perspective to every client relationship—helping families invest in their own potential and that of future generations.
As a Certified Financial Planner® (CFP®), Luanne is focused on delivering clear, comprehensive advice that supports informed decision-making at every stage of life. Her approach emphasizes thoughtful strategy, strong organization, and a consistently high standard of client care.
Areas of Focus
- Comprehensive Financial Planning
- Income & Tax Planning
- Retirement Planning
- Registered Education Savings Plans (RESPs)
- Family-Centered Planning Strategies
Designations & Licenses
- Certified Financial Planner® (CFP®)
- Investment Funds Representative, HUB Capital Inc.
- Licensed Life & Health Insurance Agent
- Affiliate Deposit Broker
Luanne is committed to ensuring every client receives a professional, well-structured planning experience built on clarity, trust, and long-term value.