Common Wealth Financial

CommonWealth Financial has been a pillar of the Strathroy and surrounding community for over 40 years. Our founder, Marilyn Buttery, has ensured that the business remains a family enterprise, which has allowed us to maintain a strong connection to the community we serve. Giving back to local organizations has been an integral part of our business philosophy from the very beginning.

At CommonWealth Financial, we specialize in a range of services designed to help our clients achieve their financial goals. Whether you're looking to save for your first home, plan for retirement, purchase life insurance, or travel the world, our team members are here to help you every step of the way.

Our Services

*Mutual Fund Investments*

Our team of financial professionals can help you choose the right mutual fund investments to suit your individual needs and goals. We offer a wide range of mutual fund products and work with you to create a personalized investment strategy.

*Insurance*

We offer a variety of insurance products to help protect you and your loved ones. Our insurance specialists can help you choose the right coverage to meet your needs, including life, disability, and critical illness insurance.

*Income Tax Preparations*

Our team of tax professionals can help you navigate the often-complex world of income tax preparation. We work with you to ensure that you take advantage of all available tax credits and deductions, and we can help you file your taxes accurately and on time.

*Estate Planning Services*

Effective estate planning is essential to ensure that your assets are distributed according to your wishes. Our team of financial professionals can help you create a comprehensive estate plan that takes into account your individual needs and goals.

Meet Our Team

*Stephanie Sanders, Owner/Office Manager*

Stephanie has been a part of the CommonWealth Financial team since 2013 and is now a proud co-owner of the business. She holds both a Mutual Funds Licence and a Life Insurance Licence. Stephanie grew up on an organic cash crop farm just outside of Strathroy and has been involved in competitive plowing for many years. She now assists in coaching the next generation of plowers in her family.

*Patrick Sanders, Owner/Manager of Business Development*

Patrick is a financial advisor and co-owner of CommonWealth Financial. He loves helping people understand their finances and build wealth. Patrick grew up on a family dairy farm in Peterborough County and attended the University of Guelph, where he graduated as Valedictorian of the Ontario Agricultural College. He is an avid competitive plower and has won numerous awards for his skills.

*Jenny Kerrigan, Certified Financial Planner*

Jenny is a Certified Financial Planner and has been helping clients achieve their financial goals for many years. She holds a Bachelor of Commerce degree and has a wealth of experience in the financial industry.

*Paula Ondrasek, Insurance Specialist/QAFP*

Paula is an Insurance Specialist and QAFP (Qualified Associate Financial Planner) with CommonWealth Financial. She has been providing insurance and financial planning services to clients for over 20 years.

*Elaine Lysko, Reception/Insurance Assistant*

Elaine is the friendly face that greets you when you visit CommonWealth Financial. She has many years of experience in the insurance industry and provides excellent support to our team of financial professionals.

Disclaimer

The opinions expressed herein are those of CommonWealth Financial and do not necessarily reflect those of Equity Associates Inc. Equity associates is registered as a mutual fund dealer and exempt market dealer in select provinces and offers mutual fund and related products as well as select referrals. Nothing contained within the site should be construed as investment advice. Individual situations vary and individuals should always consult their financial advisor, tax specialist, or legal specialist if a particular investment or strategy is suitable for them. Products generally do not have guarantees related to performance unless specifically stated within their legal documentation. Commissions, trailing commissions, management fees, and other expenses may be associated with investments and products. Individuals should always consult Fund Facts, a prospectus, or Offering Memorandum to learn all of the essential facts prior to making any investment.