Together we step into the future with confidence.
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Our Team

Together our team brings you over 100 years of experience in financial planning.

  • Wayne Branchaud

    President, Elder Planning Counsellor

    Wayne has been involved in financial services since 1988. He spent four years as a financial security advisor with London Life before being appointed as a manager in 1992. Wayne remained in management roles, recruiting and training until 2000.

    Wayne earned his Elder Planning Council designation in 2004. He uses his strong personal interest in each of his clients to help simplify financial...

    Wayne has been involved in financial services since 1988. He spent four years as a financial security advisor with London Life before being appointed as a manager in 1992. Wayne remained in management roles, recruiting and training until 2000.


    Wayne earned his Elder Planning Council designation in 2004. He uses his strong personal interest in each of his clients to help simplify financial planning concepts to help them to make choices that will enable them to reach their financial goals. Wayne is also a sought-after presenter and is often a guest speaker at financial industry events with keynote topics including “Business Building” and “A Vision for your Business".


    Wayne’s friendly presence is felt wherever he goes, and his dedication to give back to the community is demonstrated through his involvement with many organizations. Wayne is a member of the Brantford Sunrise Rotary, a director of the St. George Lions Club, an associate member of the Mechanical Contractors Association of Hamilton, and a nominee for the Expositor’s Citizen of the Year, and the Chamber of Commerce’s Community Builder Award, among many other memberships and volunteer positions.


    Wayne enjoys delicious food at fine dining establishments, playing golf, and cruising in his recreational vehicle with his wife Deirdre, their three children, and three grandchildren. If you see him, be sure to stop and ask him about Stepright’s “5 Easy Steps for a Secure Future.” He will be more than happy to help you on the spot! Wayne would be delighted meet with you for a private consultation to discuss your financial future.


    Wayne can be reached at wayne@stepright.ca or 519-754-5040
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  • Geoff Milson, B.A.

    Financial Security Advisor / Investment Representative

    Every successful relationship is built on trust and communication. Prior to joining Stepright Capital Planning, for close to 20 years, Geoff had been working with families, corporations and small businesses to build successful financial relationships. Over the years, as an advisor with the regional Freedom 55/London Life office, Geoff has tailored his process and is firmly committed to long-term client relationships through financial planning. Geoff helps his clients attain their goals with mortgages, home equity, retirement, education, estate and insurance planning strategies.

    Every successful relationship is built on trust and communication. Prior to joining Stepright Capital Planning, for close to 20 years, Geoff had been working with families, corporations and small businesses to build successful financial relationships. Over the years, as an advisor with the regional Freedom 55/London Life office, Geoff has tailored his process and is firmly committed to long-term client relationships through financial planning. Geoff helps his clients attain their goals with mortgages, home equity, retirement, education, estate and insurance planning strategies.

     

    Geoff specializes in working with small-business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for the future and live happier and more fulfilled lives. With a disciplined approach, Geoff guides his clients to make informed decisions about how their finances work for them and their future potential.

     

    Born and raised in St. Catharines, Ontario, Geoff remains connected to this community but has called Brantford and Brant County home since 2001. Geoff and his wife Shannon are raising their family and actively participate in the community with volunteering and coaching. Geoff enjoys hockey, golf and Harley Davidsons.

     

    Geoff graduated from Brock University with a degree in Sociology and maintains designation as a licensed Mutual Fund Representative and Life Insurance Advisor. Geoff is experienced, knowledgeable, and truly dedicated to helping you achieve financial peace of mind. If you are looking for a second opinion or financial solutions that will enhance your life, then contact Geoff for a confidential consultation.

     

    Geoff can be reached at geoff@stepright.ca or 519-448-3477
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  • Theresa Pellizzari

    Financial Security Advisor

    Theresa values family and utilizes her 25+ years in business and strategic planning to focus on her client’s financial security, risk and retirement planning so they can focus on living their lives!


    She knows that life has many stages, some more challenging than others. Herpassion for helping people as a Financial Security Advisor is to ensure that...

    Theresa values family and utilizes her 25+ years in business and strategic planning to focus on her client’s financial security, risk and retirement planning so they can focus on living their lives!


    She knows that life has many stages, some more challenging than others. Her passion for helping people as a Financial Security Advisor is to ensure that her clients are prepared to meet those changes in their lives. From buying their first house, to the birth of a baby - retirement planning or health crisis, to financial emergencies and career interruptions, Theresa knows that stressful situations affect the security and well-being of a family. She knows that the better prepared in advance a client is to handle the transitions, or unforeseen challenges, the smoother the impact on their life. Theresa is your partner in protecting your family and assets while meeting your financial goals!


    Theresa can be reached at theresa@stepright.ca or 519-448-3477
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  • Deirdre Branchaud

    Office Manager

    Deirdre was excited to support her husband by taking on the administrative responsibilities to ensure the business always runs to the high standard that Wayne established for Stepright Capital Planning. Deirdre’s goal is for all Stepright clients to be “raving fans” of the services offered. She wants clients to feel that they are a part of the Stepright family – whose primary mission...

    Deirdre was excited to support her husband by taking on the administrative responsibilities to ensure the business always runs to the high standard that Wayne established for Stepright Capital Planning. Deirdre’s goal is for all Stepright clients to be “raving fans” of the services offered. She wants clients to feel that they are a part of the Stepright family – whose primary mission is to help people maximize the funds they have dedicated to their financial future and that of their loved ones. Deirdre is available to assist clients with their inquiries and processing of bank information, personal information updates, beneficiary changes, ordering of loans and dividends, and scheduling of appointments with advisors.


    Deirdre is active in the surrounding community as a member of the St. George Lions Club. She is also an active member of Beta Sigma Phi Sorority Laureate Epsilon Chapter, and chairs the Wednesday Ladies Golf League at Fescue’s Edge Golf Club. Deirdre enjoys golfing with Wayne, traveling abroad, RV trips and spending time with her family, including her three grandchildren, and her dog Jack.


    Deirdre can be reached at deirdre@stepright.ca or 519-448-3477
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  • Wanita Raposo

    Administrative Assistant

    Wanita Raposo joined Stepright in 2006, after an eight-year career with a major bank, and some time in between, helping to build an independent business. Wanita’s financial background as well as her customer service mindset and experience is perfectly suited to supporting the growing client base at Stepright Capital Planning. Wanita lives in Brantford and enjoys...

    Wanita Raposo joined Stepright in 2006, after an eight-year career with a major bank, and some time in between, helping to build an independent business. Wanita’s financial background as well as her customer service mindset and experience is perfectly suited to supporting the growing client base at Stepright Capital Planning.


    Wanita lives in Brantford and enjoys spending time with her family. Wanita loves to support her children by attending the many sporting events that they participate in.


    Wanita can be reached at wanita@stepright.ca or 519-448-3477
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  • Lynda Oliver

    Administrative Assistant

    As a recent addition to the Stepright Capital team my, name is Lynda Oliver. Born in Ireland, I immigrated to Canada with my parents at the age of 7. I grew up in Hamilton and moved to Brantford 1998...

    As a recent addition to the Stepright Capital team my, name is Lynda Oliver. Born in Ireland, I immigrated to Canada with my parents at the age of 7. I grew up in Hamilton and moved to Brantford 1998.

     

    In my career I have worked in the banking industry for 15 years, working my way up from a part-time teller to a financial advisor all with the same financial institution. I was blessed with the opportunity to leave the bank and raise my two amazing children. I have enjoyed working in the customer service industry most of my life - over 25 years. My passion is customer service! You can rest assured clients are always my first priority.

     

    “Laughter is a very good sign of positivity, you can work hard, laugh a little and enjoy your work day more”

     

    Lynda can be reached at lynda@stepright.ca or 519-448-3477
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  • Barry Ames

    Certified Financial Planner

    Barry has provided security and peace of mind to individuals and families since 1987.  He offers a wide range of services from retirement and investment planning to estate planning and planned giving and draws upon 30 years of experience in the business and his many years as a Certified Financial Planner (CFP) when assisting his clients. 

    Barry has provided security and peace of mind to individuals and families since 1987.  He offers a wide range of services from retirement and investment planning to estate planning and planned giving and draws upon 30 years of experience in the business and his many years as a Certified Financial Planner (CFP) when assisting his clients. 

    A particular area of passion to Barry are families with disabled children.  As a father of three, including one with autism, Barry understands firsthand the need to plan for the unexpected.  As he reminds us, “Young children with autism or down syndrome, for instance, become adults with autism or down syndrome -- with adult issues”.  Barry works with their families to help ensure the long term security of their loved ones.

    Barry can often be found volunteering in the community, whether assisting as a board member of Community Living Cambridge, a board member of Sustainability Brant Community Energy Cooperative, or as a member of the St George Lions Club.

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