About Us

A Succession of Sons
Over 50 years of combined financial planning experience.

The second generation of the Tipper family is preparing to take over Tipper Financial Services Ltd. This is part of a long-range plan, and founder and director Roli Tipper knew it was time for him to practise what he preached if his 36+ years of experience in the financial industry were to be passed smoothly and comfortably to capable hands.

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Roli Tipper

BUSINESS BIOGRAPHY

  • Over 36+ years experience in the Life Insurance and Financial Services business
  • B.A. York University, 1977
  • Chartered Life Underwriter (CLU), 1986
  • Chartered Financial Consultant (ChFC), 1993
  • Certified Financial Planner (CFP)®, 1996
  • Registered Health Underwriter (RHU), 2002
  • Certified Professional Consultant on Aging (CPCA) 2007
  • Member of the Belleville & District Chamber of Commerce
  • Founding Member of the Quinte Estate Planning Council
  • Board Member, Finance Committee of Eastminster United Church
  • Member of SOCAN (Society of Composers, Authors and Music Publishers of Canada)
  • Past Chair of the Quinte Round Table, Canadian Association of Gift Planners
  • Past Chair of the Legacy of Faith Endowment Fund, Eastminster United Church
  • Honourary Director & Past Chair of the Loyalist College Foundation,
  • Past Member of Planned Giving Committee, Member of Foundation Golf Tournament Committee
  • Past Committee Member (Budget & Finance) Queens Theological College Board of Management
  • Past Secretary of Bay of Quinte Chartered Life Underwriters Association
  • Past President, Past Treasurer of Kiwanis Club of Belleville
  • Past Board Member of Belleville Theatre Guild
  • Past Board Member of Big Brothers

PERSONAL BIOGRAPHY

  • Married to Linda who is one of our Marketing Assistants and the Office Manager. Father to 2 sons: Adam, a graduate of McGill University (B.Sc.) and a Financial Advisor with our practice, and Eric, a graduate of Dalhousie University (B.A.) and also a Financial Advisor with our practice.
  • Hobbies include singing, playing flute, acting, reading, gardening, golfing and travel.

Adam Tipper

BUSINESS BIOGRAPHY

  • Bachelor of Science (BSc) McGill University, 2004
  • Sales Associate, Marks and Spencer, Cambridge, UK: 2004-2005
  • Customer Service Representative, CIBC, Ottawa, Ontario: 2005-2006
  • Financial Advisor with Manulife Securities Investment Services Inc. July 2006
  • Joined Family Business as Financial Advisor July 2006
  • Life Insurance Licence, 2008
  • Completed Labour Sponsored Funds course, 2008
  • Registered Health Underwriter (RHU), 2010
  • Certified Financial Planner Certification®, 2016
  • Member of the Executive of the Quinte Estate Planning Council
  • Member of Advocis - Bay of Quinte Chapter
  • Member of the Belleville & District Chamber of Commerce

PERSONAL BIOGRAPHY

  • Hobbies include hockey, golfing, skiing, reading and travel
  • Married

Eric Tipper

BUSINESS BIOGRAPHY

  • Bachelor of Arts double major (B.A.) Dalhousie University, 2007
  • Customer Service Representative, Empire Life, Kingston, ON: 2007-2009
  • Financial Advisor, London Life, Kingston, ON: 2009-2011
  • Financial Advisor, Gardiners Financial Group, Kingston, ON: 2011-2013
  • Joined Family Business as Financial Advisor February 2013
  • Associate with Manulife Securities Investment Services Inc.
  • Life Insurance Licence, 2009
  • Certified Health Insurance Specialist, 2011
  • Certified Financial Planner Certification®, 2016
  • Past Board Member of Advocis - Bay of Quinte Chapter
  • Member of the Belleville & District Chamber of Commerce
  • Past Board Member of Volunteer & Information Quinte

PERSONAL BIOGRAPHY

  • Hobbies include hockey, reading, music, movies, theatre, and travel.
  • Married