In Russell
1087 Concession St.
P.O. Box 269
Russell ON  K4R 1E1
Tel: 613-445-8624
Fax: 613-445-8626
In Vankleek Hill
116 Main Street East
P.O. Box 459
Vankleek Hill ON  K0B 1R0
Tel: 613-678-3861
Fax: 613-678-3669
  Toll-Free: 1-800-250-5557
 
   
   
   
   
   
   
   
   
   
   
   
 
Our Team

Theresa M. Wever, President Money Concepts - Prescott-RussellTheresa M. Wever, CFP, CIM
Certified Financial Planner
Branch Manager – Wever Financial - Prescott-Russell

theresa@weverfinancial.com

In 1996, after seven years in the banking industry, Theresa opened the Money Concepts Russell office which now operates under Wever Financial. She is an honours graduate of Kemptville College where she majored in Animal Science and Economics. Theresa obtained the Certified Investment Manager (CIM) designation in 1995, followed by her Certified Financial Planner (CFP) designation in 1997. In addition to her investment background she also obtained her life, accident and sickness insurance license in 1996. Theresa also received her Elder Planning Councellor (EPC) in 2004.

Theresa and her husband Gerry have a son, Jonathan, and a daughter, Cynthia. Theresa is an active member of the community where she is the immediate Past President of The Russell Chamber of Commerce, the Past President of the Russell Agricultural Society, member of the finance committee for the Winchester Hospital Foundation as well as a broom ball coach for her daughter. In her spare time she enjoys golfing, curling, playing the guitar and watching her son play hockey.

Theresa is a firm believer that knowledge is power. Theresa will search through reams of information to help her Clients make informed decisions on the best ways to make their financial dreams a reality.

 

Lise Shannon - PFP - Vankleek Hill OfficeCynthia Wever
Russell & Vankleek Hill Office

cynthia@weverfinancial.com

Cynthia joined Wever Financial (formerly Money Concepts) permanently in April 2009. Cynthia worked summers since 2005 at an area financial institution. In addition, she also worked part-time at Wever Financial. Cynthia graduated top of her class at La Cité Collégiale where she majored in Financial Services.

In 2009, Cynthia obtained her Mutual Funds license as well as her life, accident & sickness license. In 2012, she obtained her Branch Managers certification and she is currently studying to get her Certified Financial Planner (CFP) designation.

Cynthia and her spouse Brad have a daughter Addison who was born in 2011. In her spare time she enjoys a varied array of sports including broomball, ball hockey, soccer and baseball as well as running after her daughter.

Cynthia believes that people should take the time to prepare their financial futures. Cynthia is fluently bilingual in both French and English and is looking forward to helping people obtain their financial goals.

Cynthia shares her time between the Vankleek Hill and Russell Offices.

 

Joyce Krencisz
Client Services Representative - Russell Office

joyce@weverfinancial.com

Joyce joined the Wever Financial (formerly Money Concepts) team in March 2007 and brings with her a wealth of experience with over 16 years in the banking industry.

In her most recent capacity as an Account Manager for a major financial institution over the past 5 years, Joyce has always maintained a high level of professionalism and customer service with her customer-first approach.

Joyce resides in Embrun with her spouse Pierre and their 3 children and they are proud to be a part of the Prescott-Russell community. In her spare time, Joyce enjoys bowling, badminton and softball.

 

Rose-Marie Deley
Client Services Representative - Vankleek Hill Office

rosemarie@weverfinancial.com

Joined the Wever Financial (formerly Money Concepts) team in August 2011. She has been working in the financial service industry since 1974.

Most of her career was with a major financial institution where she enjoyed helping clients acquire their dream homes and financial success.

She resides on a small hobby farm with her mother where she enjoys taking care of her many dogs, cats and horses. In her spare time, she likes to garden, swim, build and renovate.


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