Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

The Lorriman Sturgeon Wealth Management Group has worked closely together for over 18 years. Our ability to meet all of your unique Wealth Management needs is a result of our combined dedication to expertise and accessibility. Together we bring over 80 years of industry experience to you. What brought us together is also what has kept us together, which is uncompromising dedication to servicing our clients.

As a result of our commitment to our clients, our team has paid special attention to the client experience and we have set ourselves up to ensure continuity of this experience through every aspect of our relationship. Our goal is to have deep and long-lasting relationships with each of our client families and we constantly look for opportunities to reinforce your trust in us.

Our comprehensive Wealth Management Process goes beyond investment management to include such areas of Advanced Planning as; Wealth Enhancement, Wealth Protection, Wealth Transfer and Charitable Giving. Every client goes through this consultative process to ensure that we have addressed all of your needs and concerns. We have been able to help many clients in very different facets of life including young couples, professionals, business owners and retirees. Our attention to every aspect of life gives you the assurance that all of your financial needs have been addressed.

Outside of office hours, each member of our team is also dedicated to the communities in which we live. Individually and as a team, we support many local causes to help ensure a better future for all. Family is equally important to each of us and we strive to find a balance that leaves us feeling fulfilled both at home and at work.

Our team of experts

Wealth Advisor & Portfolio Manager
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“Guiding our clients through the Wealth Management Process is the most meaningful experience for me. I love the sense of relief that our clients experience when they realize that we will take care of their entire wealth management needs to simplify their lives. As we work together, we get to know and understand each client on a very personal level. This is the greatest reward”.

Andrew started in the Financial Services Industry in 2001. In 2003 he became a Wealth Management Consultant with Wellington West Capital Inc. (now National Bank Financial). He partnered with Tim to form Lorriman Sturgeon Wealth Management Group in 2016. Business and Finance are a personal passion that he is grateful to share. He has an Honors Bachelor of Business Administration from Wilfrid Laurier University and has industry designations and qualifications through the Canadian Securities Course plus the Qualified Associate Financial Planner and Life License Qualification Program. He also holds a Certificate in Advanced Investment Advice and is a Chartered Investment Manager (CIM).

Outside of work Andrew is committed to community involvement in the Barrie community providing leadership, guidance and knowledge to various groups in the charitable sector. He is Past-Chair for the YMCA of Simcoe Muskoka. He has also been passionately involved with Gilda’s Club and acted on an advisory committee for the Season’s Centre for Grieving Children. Andrew lives in Barrie with his children Avery (13) and Henry (11). As a family they enjoy getting away on weekends to their family cottage in Muskoka and skiing the hills of Horseshoe.

Wealth Advisor & Portfolio Manager
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“Every client has their own personal story and I am wholeheartedly committed to making sure that story is underpinned with the financial security necessary to ensure success for everyone’s life goals”.

Tim has worked as a Wealth Advisor for successful families in the greater Barrie community for over 24 years. He has been a partner with the Lorriman Sturgeon Wealth Management Group since 2016. Wealth Management Advisor is more than a job for Tim. It is a passion. “I enjoy working with families to develop a plan for their financial future and take pride in the fact that many of my clients have chosen to remain with me since day one”.

Tim learned early the lessons of investing, saving for the future and the value of personal relationships having grown up on a farm near Barrie. These are the principles that have guided him through his career and personal life. Over the years, Tim has become more focused on researching and monitoring investments/strategies to ensure long term successful financial futures for families and their generations to come.

He spends personal time on the family farm with his wife Tami and his two daughters Claire (14) and Charlotte (12).

Jennifer Green

Senior Wealth Associate
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“Customer service in my most important role. I am committed to ensure that all clients have an exceptional experience with our team”.

Jennifer assists Andrew and Tim with the successful implementation of each client’s Wealth Management Plan. She is responsible for all client administrative and communication needs and requirements.

Jennifer’s career in the investment industry began in 1990 with Regal Capital Planners. She joined Andrew and Tim in 2004. She has successfully completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Professional Financial Planning Course in addition to numerous other Wealth Management courses. She feels it is extremely important to keep up to date with the ongoing changes in the industry.

Jennifer and her husband Jeff live in Oro-Medonte with their Golden Doodle “Griffin”. She is an active volunteer with Hospice Simcoe.

Trudy Trethewey

Wealth Associate
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“The client is the most important individual that I have the privilege of dealing with every day”.

Trudy partners with Andrew and Tim in the implementation and follow-up details for each personalized investment strategy. She coordinates client communication and cash flow management.

Trudy grew up with the investment industry at home and remembers when the Toronto Stock Exchange went public. “That was a big day in our house”. She formally joined the industry in 2012. She holds an Honors Bachelor of Business Administration from Brock University and has completed the Canadian Securities Course plus the Conducts and Practices Handbook Course.

She lives In Angus with husband Keaton and son Owen (1). When she is not in the office, you can usually find her enjoying time outside with their Golden Retriever “Dudley”.

Ilse Solis Quintana

Associate
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Ilse assists Tim and Andrew with carrying out administrative tasks such as sending cheques to clients and transferring funds as well as prepares account documentation to open new accounts and keep client files up to date and providing our clients with online access to their accounts.

Ilse’s family has been in finance since she can remember, she has worked for financial institutions since 2015 and began her career in the Investment industry in 2021. She holds a Degree in Office Administration – Executive from Georgian College and is currently working towards acquiring her Canadian Securities Course.

She lives in Barrie and when she is not at the office she can be found at the gym or spending time with her three Golden Retriever’s “Elika, Kylo and Arya”

Contact us

Get contact information for our team members and find out where our offices are.