John Wilson, CFP, CLU, CHS
President, Money Concepts - Ottawa Valley
Certified Financial Planner, Investia Financial Services Inc., Certified Health Insurance Specialist
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John studied Business Administration at Sir Wilfrid Laurier University in Waterloo, Ontario. He returned to work in the family business, Wilson Tire Services in Renfrew and Pembroke, where he looked after the administration and participated in the management of the Company. In 1984, John married Margaret Chretien. They now have two boys.

John has been involved with Money Concepts since 1992. In January of 1994, he opened his own franchise. "I was attracted to Money Concepts mainly because of its independence. You see, once I complete a plan for someone, I am not restricted in the companies I can use to implement that plan. I can deal with a large number of investment and trust companies for investments as well as insurance companies for the insurance aspect of the financial plan. I help my clients fulfill their dreams."

John is a past President of the Renfrew Rotary Club first during the 1997 - 1998 year and most recently 2005 - 2006. He is also a current director of the Renfrew Rotary Club.

He is a past member of the United Church Finance Committee, Charter member of the Renfrew chapter of Business Network International, Coach in the Renfrew Minor Soccer League, Member of the Renfrew Victoria Hospital Steering Committee, Co-Author of Money Team Chapter, Current member and past director of the Renfrew Chamber of Commerce, Member of the Canadian Association of Insurance & Financial Planners, member of the Canadian Association of Financial Planners.

John achieved his Certified Financial Planner designation in 1994, his Chartered Life Underwriter Designation in 2002, his Registered Health Underwriter Designation in 2008 and is a member of ADVOCIS.

John specializes in dealing with the varied needs of the business owner.

Margaret Wilson
Administration
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Margaret has been an integral part of the Money Concepts – Ottawa Valley team since its inception. Her prime focus had been Administration and Customer Service since 1992 when Margaret began working alongside her husband John. Currently Margaret’s role has progressed to the general bookkeeping of the company.

Her attention to detail had been a tremendous asset to both our company and the efficient handling of our client’s investments.

Margaret enjoys being active in the community assisting at many school functions and at numerous Rotary Club functions which her husband is an active member.

Margaret and John also enjoy being host to many international youth exchange students, which the Rotary Club sponsors. She is also the mother of two exceptional sons, Ben and Tanner.

Teresa Enright
Executive Assistant, Money Concepts - Ottawa Valley
Representative, Investia Financial
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Teresa started at Money Concepts in December 2000 with a 17 year history of financial service, first with National Trust and then Scotia Bank.

Teresa stresses Customer Service and the availability of information and support to Clients so they will be comfortable with their financial decisions. Customer Service is very important and in order to provide quality service Teresa has successfully completed her studies with the Investment Funds Institute of Canada to obtain her license to sell mutual funds.

While in the banking industry, Teresa completed a number of courses such as Successful Selling Relationship, Relationship Selling using Technology, Relationship Selling Skills, Negotiation Skills, Orientation to Retail Lending, Retail Credit, Microsoft Word, Accounting Level 1 and she also was a Certified Health & Safety Member. In 2010 Teresa successfully completed the Leadership Skills Portion of the Ontario Management Development Program (OMDP) through Algonquin College.

Teresa came to Renfrew in 1983 from Elliot Lake, Ontario, to her husband Tim's family homestead in Admaston. Working full-time, raising 2, now grown children and helping run the family farm has provided Teresa with a true understanding of Team Work and she brings this trait to Money Concepts.