Clifford “Kip” Spry opened Monteith Financial Services in 2003 after his retirement from a rewarding career with Scotia Bank. With a passion for pension trust services and life insurance Cliff provided his clients with peace of mind until his retirement in 2015 when the business was re-opened by his son Brad. Cliff was mentor to many and possessed a tremendous sense of humour, strength and a positive attitude about life and all its obstacles and continued to give back to his community until his death is 2018.
With over 13 years’ experience as a Financial Advisor/Planner, combined with many years of experience gained from his time at National Trust Bank, Brad continues in his father footsteps by honouring his father’s legacy of providing clients of Monteith Financial Services with sound financial planning advice to help them reach their goals.
Brad graduated in 2009 with Honours in Business Administarion from Trios College and is a member of The Institute of Canadian Bankers. Brad currently resides in Stratford Ontario.