M. Wever, CFP, CIM
Certified Financial Planner
Branch Manager – Wever Financial - Prescott-Russell
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
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.
Russell & Vankleek Hill Office
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)
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.
Client Services Representative - Russell Office
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.
Client Services Representative - Vankleek Hill Office
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.