MWFG

Our Team

Kirk Wrinn

In financial services since 1995, Kirk and the Moore Wrinn team are dedicated to helping clients make financial decisions that are optimally beneficial to their long-term goals. Kirk completed the Canadian Securities Course and obtained his Certified Financial Planning (CFP) designation in 1998, supplementing his Bachelor of Administration degree from the University of Ottawa.

He has served with the Ottawa chapter of Advocis, the Financial Advisor’s Association of Canada, including as director of education from 1998 to 2003 and director of publication awareness in 2004. He is currently supporting the advocacy committee which represents members and their clients’ concerns to provincial and federal governments. Kirk was also a recipient of the 2010 Ottawa Business Journal’s Top Forty Under 40.

Personally

Kirk and his wife Sandra are proud parents of three exuberant young children: Jacob, Nicholas, and Caleb. Like many Moore Wrinn clients, Kirk stays actively engaged in his community and regularly volunteers for various charitable committees, especially as a Board Member of the CHEO Foundation (Children’s Hospital of Eastern Ontario). When he makes time for himself, he enjoys travelling, playing golf, and just hanging out with his family. Kirk remains focused and compassionate in all aspects of his life, and as a Certified Financial Planner, he continuously offers his clients attentiveness, and comprehensive quality service.

CFP, B. Admin.

Partner, Financial Security Advisor
Investment Representative

613-224-8452 ext 223

Jim moore
Retired May 2019

After 39 years in financial services, Jim is enjoying a well-deserved retirement. Although retired, he continues to provide support to Moore Wrinn Frinancial Group and is available to consult on  the history of his former clients,

Jim’s career in finance all started with a decision he made on his way to
buy a Tim Horton’s franchise, where he met a financial advisor. After hearing
what this Advisor did and what impact he made on people’s lives, it was clear
to Jim that this was the right career for him. Jim had been a Teacher, Vice
Principal and Principal, which is why, when you speak with Jim you will quickly
realize that he was and still is a great educator.

Over the years Jim has built a business that has made a positive difference in people’s financial lives. He has an established clientele in Ottawa; communities in the Ottawa Valley and beyond.

Jim formed a partnership in 2007 forming the Moore Wrinn Financial Group Inc. Jim believes in providing excellent service and advice. His focus is to Build, Protect and Conserve Wealth for his clients.

B.A.. EPC

Retired May 2019

 

613-224-8452 

Jean Boisvert

Some people are all talk, and some people are all business. But if you’ve ever met one of those people who know how to connect, as well as get things done, then you’ve met someone like Jean Boisvert.

While Jean is fluently bilingual, he’s actually taken that ability and parlayed it into something quite unexpected. For example, Jean is equally comfortable under the hood of a car as he is in front of the computer screen. He is as focused on delivering highly responsive service as he is taking the time to make sure the detailed analysis is done first. He has enjoyed living abroad, and deeply appreciates Canada. Jean is flexible in his approach to things, and highly disciplined and organized in how he manages his business. He is fluent at much more than language and the result is that his clients truly get what they want: attentive, thoughtful, responsive advice.

Before becoming a financial security advisor in 2004, Jean had worked as a licensed mechanic for years, and then took a position at General Motors to provide advanced technical troubleshooting support. He then went on to be a shop foreman in Saudi Arabia at one of the largest dealerships in the world. But through all his experience, it’s been clear to Jean that people want straight answers and responsive service.

He’s learned through his own life, and by seeing the growth of clients, that with an open mind and the right attitude, you can accomplish almost anything.

Financial Security Advisor
Investment Representative

613-224-8452 ext 225

Mike vincent

You can’t help but notice Mike’s sense of humour – it’s immediate, and it’s clever. And while he’s entertaining, he also has a mind that’s different from many others. You see, Mike is not your normal numbers guy.

Mike had originally intended on studying astrophysics in university, but when NASA shifted away from its space program in the late 1970’s, he decided to study mathematics and ended up moving into computing where he was responsible for some pioneering application development in the early 1980’s. So from large numbers to binary numbers, Mike then became a professional golfer and his obsession shifted to small numbers!

Mike has been self-employed since 1989 and when he chose to become a financial security advisor in 2004 he knew he’d be able to take his understanding of business and numbers, and make a real difference in people’s lives.

A true resource for clients, Mike is able to dig into the serious conversations while still bringing levity to the topic. He’s also one of those people who others come to see when they need something done. Mike has so many relationships with quality people that, whether you need a house built or a new floor, he knows who to call. And when it comes to planning one’s financial security, no call is required – Mike’s your guy.

Financial Security Advisor
Investment Representative

613-224-8452 ext 267

Brandon Brisbois

Brandon started his financial career working for an accounting firm in San Francisco that specializes in cross-border and international taxation. He handled some of the most complex cases of U.S. tax reporting for clients from around the world. After deciding a career in public accounting was not for him, he returned to Canada and joined the firm to offer clients full service financial planning and to help bridge the gap for the growing financial needs of the next generation.

Growing up in a real estate family in the Seaway Valley, Brandon learned the business of new construction and trades from a young age. Now he takes a more passive role to investing in new builds, as he focuses on servicing the needs of his growing client base which includes many entrepreneurs, contractors, engineers, and the like. For his clients, he will typically assess and build the necessary individual and corporate malleable financial and estate plans. These often include custom-tailored investment portfolios, asset allocations, as well as insurance ideas aligned with risk tolerances and goals.

Before accounting and financial services, Brandon studied finance and accounting at McGill University’s business school in Montreal where he received his Bachelor of Commerce degree. While there, Brandon was hired to lead the investor relations for Canada’s first university-owned investment management firm, Desautels Capital Management, which oversaw 2 million in assets at that time. [Now 5.5M]. With his background in tax and accounting, tax planning plays a big role in his approach to financial planning. He is actively taking on new clients so contact him today.

Financial Security Advisor
Investment Representative

Seaway: 613-938-8452 ext 2              

Ottawa: 613-224-8452 ext 222            

Lisa Mikhael

Native of Ottawa, Lisa graduated from Ottawa University in 1991 with a Bachelor of English and Psychology. Following several years in marketing, she entered the financial services industry in 2000. Throughout her career, Lisa has taken on various roles; from Executive Assistant to Financial Planner to Consultant. Lisa’s desire to provide her clients with full planning services led her to earn her Certified Financial Planning designation in 2004.

Having worked with Kirk and MWFG in the past, Lisa was happy to join the team again as Associate Planner when the opportunity presented itself in November 2016. Lisa’s role involves working closely with Kirk to assist with the more complex tasks of financial planning and analyses for clients. She is also responsible for the preparation and follow-up of appointments to ensure that clients’ needs and goals are being met in a professional and timely manner. 

With over 16 years in the financial services industry, Lisa possesses the knowledge and experience necessary to provide a high level of planning expertise to Kirk and the Moore Wrinn Financial Team. Most importantly, Lisa strives to maintain a high level of commitment to exceptional customer service in her dealings with our valued clientele.

Associate Planner

613-627-0776

Administration

Caitlin Lafreniere

Operations Leader

Minda Weir

Insurance Processing Manager

Jackie Haughton

Insurance Processing Manager

Sandra Wrinn

Administrator Cornwall Office