Meet the Team

Adam Tipper BSc, RHU, CFP®

CERTIFIED FINANCIAL PLANNER®
President, Tipper Financial Services Ltd.
Mutual Funds Representative,
Monarch Wealth Corporation

Adam joined Tipper Financial Services in 2006, and became co-owner of Tipper Financial Services Ltd. in 2008.  Now, as President, Adam’s focus is on client service for personal and business clients, as well as overall responsibilities for the company.  Adam is also a mutual fund representative 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.

Adam is recognized as a life member of Elite 30 with Financial Horizons Group and their prestigious Diamond Club, as well being part of their President’s Circle, and having served on their Advisory Council.  He is the Past-President of the Quinte Estate Planning Council, a member of Advocis (The Financial Advisors Association of Canada), Independent Financial Brokers of Canada, and the Belleville Chamber of Commerce.

Away from the office, Adam enjoys reading, hockey, travel and spending time with his family and friends.

Eric Tipper BA, CHS, CFP®

CERTIFIED FINANCIAL PLANNER®
Vice-President, Tipper Financial Services Ltd.
Mutual Funds Representative,
Monarch Wealth Corporation

Eric joined Tipper Financial Services Ltd. in 2013, and became co-owner in 2017. As Vice-President, Eric’s focus is on client service for personal and business clients, as well as assisting with overall responsibilities of the company. Eric is also a mutual fund representative 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.

Eric is a member of the Quinte Estate Planning Council, a member of Advocis (The Financial Advisors Association of Canada), Independent Financial Brokers of Canada, and the Belleville Chamber of Commerce.

Away from the office, Eric enjoys reading, movies, travel, hockey, music and spending time with his family and friends.

Rowland Tipper BA

FOUNDER
Tipper Financial Services Ltd.

Roli is the founder and co-owner of Tipper Financial Services Ltd.  Roli received his Bachelor of Arts (BA) from York University in 1977 and began his career in the financial services industry in 1978.  Throughout his career he has earned the following designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP®), Registered Health Underwriter (RHU) and Certified Professional Consultant on Aging (CPCA).

Roli has been a member of the Million Dollar Round Table organization and is recognized as a life member of Elite 30 with Financial Horizons Group and their esteemed Diamond Club.  He is also a member of Advocis (The Financial Advisors Association of Canada), Independent Financial Brokers of Canada, and the Belleville Chamber of Commerce, a past Chair of the Loyalist College Foundation, a past President of the Kiwanis Club of Belleville, and an inaugural member of the Quinte Estate Planning Council.

Away from the office, Roli enjoys reading, music, traveling, live theatre, baseball, hockey, contributing to leadership roles at his church and in the Quinte community, and spending time with his family and friends.

Wm. D. (Bill) Weese

LIFE INSURANCE ADVISOR
Tipper Financial Services Ltd.

Bill joined Tipper Financial Services Ltd. in 2016. As an associate, Bill’s focus is on client service for personal and business clients. Bill studied Certified General Accounting at Loyalist College and entered into 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.

Bill is a member of Million Dollar Round Table organization and received the Top of the Table award in 1997.

Bill is also a member of Independent Financial Brokers of Canada, and the Belleville Chamber of Commerce.

Away from the office, Bill enjoys golf, gardening, and spending time with his family. Bill has helped his daughter with a very successful auto racing career for the last 15 years.