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OUR MISSION 

To develop lasting relationships built on trust.

 

To maintain independence with respect to all products and services so that we may provide impartial advice and quality products best suited to our clients’ needs.

 

To design, implement and service financial programs to meet the personal goals and objectives of our clients. 

 

To provide ongoing service to our clients through education and information.

 

 

Our People

Alexandria Parro

Reception/Administrative Assistant

Alexandria joined Investia in May 2022 after completing her Ontario College Diploma in Office Administration with a specialty as an Executive Assistant.

 

Alexandria provides ongoing administrative support to all of the advisors in the branch and is often the first person you see or hear when interacting with us.

 

Outside of work, Alexandria likes to play video games, read books and spend time with her friends.

David Dagley, CFP

Associate Financial Advisor

David has been part of the Windsor office since 1996, with a 5-year hiatus spent developing and marketing paperwork automation software.

 

David received his Certified Financial Planner® designation in 1998 and has more than 25 years of income tax preparation experience.

 

In his spare time David enjoys riding motorcycles.

Brenda Damphouse, CFP

Financial Advisor

Brenda has been with the Windsor office since it was founded in 1987. She was the original branch administrator and began transitioning to a financial advisory role in 2000.

 

Brenda became a full-time financial advisor in 2016, when she assumed responsibility for the clients of a retiring advisor.

 

Brenda has been a Certified Financial Planner® (CFP) since 2004 and has many years of income tax preparation experience.

Chelsea Davidson, B.A.

Licensed Administrator

Chelsea joined Investia in September 2017, having previously worked for a major food distributor for five years in a variety of customer facing roles.

 

Chelsea graduated from the University of Windsor in 2017 with a major in English Language and Literature, and a minor in French Studies. She is currently a Licensed Administrative Assistant working alongside Mike Safranyos.

 

Chelsea has many years of customer service experience and strives to create an enjoyable experience with every client she encounters.

 

Outside of the office, Chelsea is a major foodie and enjoys trying new restaurants in the community. She also enjoys spending time outside and attending games involving Detroit’s professional sports teams.

John T. Davis, CFP

Financial Advisor

John is a Certified Financial Planner and has been with the Windsor office for 25 years.

Carrol Gardner

Licensed Branch Administrator

Carrol joined the Windsor office in 1993 as a Client Services Assistant. Since then, she has at one point or another occupied every administrative role and performed every administrative task in the office, on both the investment and insurance sides of the business.

 

Carrol is a Licensed Branch Administrator and continues to provide administrative support to all of the advisors in the branch.

Nadrine Grace, MBA, CFP

Financial Advisor

Nadrine joined the Windsor office in January 1998 as a financial advisor, after spending the previous 9 years working as a Financial Services Manager at a major Canadian bank.

 

Nadrine graduated from the University of Cairo in 1981 with a Bachelor of Commerce (major in Accounting). She completed a Special B. Comm with a major in Finance from the University of Windsor in 1989, and then earned a Master of Business Administration from Lawrence Technological University in 2007.

 

Nadrine has been a Certified Financial Planner® (CFP) since 2000.

Mike Safranyos, B.Eng.Mgt, MBA, CFP

Financial Advisor

Mike joined the Windsor office in September 1999 as a financial advisor, after spending the previous 12 years working as an engineer/manager in the natural gas industry.

 

Mike graduated from McMaster University in 1987 with a Bachelor of Engineering and Management. He then earned a Master of Business Administration from the University of Windsor in 1992.

 

Mike has been a Certified Financial Planner (CFP) since 2001 and has been a member of Advocis since 2002.

 

Although he can assist clients in many areas of financial planning, Mike is most interested in retirement income planning for clients who are approaching or in retirement.

 

Mike is an avid football and hockey fan and enjoys playing golf in his spare time.

Celina Shoji, CFP, CFDS, RIS, BA, B.Comm

Certified Financial Planner

Celina Shoji is a Certified Financial Planner (CFP), Chartered Financial Divorce Specialist (CFDS) and Responsible Investment Specialist (RIS).

 

Celina has over 22 years of experience in the financial and insurance industry, with an office in Windsor and Chatham. Celina has a knack for keeping things simple and easy to understand so clients can make informed decisions.

 

Celina graduated from the University of Windsor with a Bachelor of Commerce and the University of Western Ontario with a BA in Administrative and Commercial Studies, with a minor in Economics.

 

When she’s not helping her clients protect and grow their wealth, Celina and her husband, Scott enjoy spending time together, with friends and travel. Celina also volunteers with the Zonta Club of Chatham-Kent and Big Brothers Big Sisters of Chatham-Kent.

Website Disclaimer

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

 

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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