Meet the Team
We work in a collaborative environment to ensure we are providing our clients with a superior level of service for their financial planning needs. Our team is comprised of financial advisors and administrative support staff. The following section provides you with an overview of our team members.
Advisors
Adam Tipper BSc, RHU, CFP®Financial Planner, Tipper Financial Services Ltd.
Financial Advisor, Monarch Wealth Corporation
Adam joined Tipper Financial Services in 2006 and became co-owner of Tipper Financial Services Ltd. in 2008. His focus is on client service for personal and business clients. Adam is also a financial advisor with Monarch Wealth Corporation. Adam received his Bachelor of Science (BSc) from McGill University in 2004. In addition to the provincial licensing requirements, Adam continued his educational pursuits by obtaining his Registered Health Underwriter (RHU) and Certified Financial Planner (CFP®) designations. He is the Past-President of the Quinte Estate Planning Council, a member of Advocis (The Financial Advisors Association of Canada), and Independent Financial Brokers of Canada.
Eric Tipper BA, CHS, CFP®Financial Planner, Tipper Financial Services Ltd.
Financial Advisor, Monarch Wealth Corporation
Eric joined Tipper Financial Services Ltd. in 2013 and became co-owner in 2017. His focus is on client service for personal and business clients. Eric is also a financial advisor with Monarch Wealth Corporation. Eric received a Bachelor of Arts (BA) from Dalhousie University in 2007. In addition to the provincial licensing requirements, Eric continued his educational pursuits by obtaining his Certified Health Insurance Specialist (CHS) and Certified Financial Planner (CFP ®) designations. He is a member of the Quinte Estate Planning Council, a member of Advocis (The Financial Advisors Association of Canada), and Independent Financial Brokers of Canada.
Wm. D. (Bill) Weese Life Insurance Advisor
Tipper Financial Services Ltd.
Tipper Financial Services Ltd.
Bill joined Tipper Financial Services Ltd. in 2016. His focus is on client service for personal and business clients. Bill studied Certified General Accounting at Loyalist College and entered the life insurance industry, obtaining his provincial licensing requirements in 1972. He successfully ran his own company, Weese Insurance Agencies Ltd., for the previous 34 years prior to joining Tipper Financial Services Ltd.
Founders
Linda Tipper Retired – Treasurer
Tipper Financial Services Ltd.
Tipper Financial Services Ltd.
Rowland Tipper BARetired – Financial Planner
Tipper Financial Services Ltd.
Tipper Financial Services Ltd.
All mutual funds are sold through Monarch Wealth Corporation, a registered mutual fund dealer. Commissions, trailing commission, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus/fund facts before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. To obtain a prospectus or fund facts, or further information, please contact your Representative.
All non-mutual funds related business conducted by your Representative is not in the capacity of an employee or agent of Monarch Wealth Corporation and is not the responsibility of Monarch Wealth Corporation. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.