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®President, Certified Financial Planner

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, 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®Vice-President, Certified Financial Planner

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, Advocis, 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, RHU, CLU, CHFCFounder

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 Belleville Chamber of Commerce, a past chair of the Loyalist College Foundation, and a past President of the Kiwanis Club of Belleville and an original member of the Quinte Estate Planning Council.

Away from the office, Roli enjoys reading, music, travelling, live theatre, baseball, hockey and contributing in leadership roles at his church and the Quinte community.

Wm. D. (Bill) Weese Life Insurance Advisor

Bill joined Tipper Financial Services Ltd. in 2016. As an associate, Bill’s focus is on client service for personal and business clients. Bill is also representative assistant with Monarch Wealth Corporation. 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 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.

Office Staff

Linda Tipper Treasurer

Valerie Thornhill Office Manager – Operations

Bill Petch Investment & Marketing Lead

Mary T. Hinchey Individual Insurance & Group Benefits Lead