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Denny has been in the financial services industry since 1988. He graduated with an Economics degree from University of Toronto, worked 2 years at Canada Trust, received his Certified Financial Planners (CFP) designation, and worked at 2 major financial planning companies before founding Eagle Partners Financial Solutions.
Denny takes pride in being able to offer his clients independent financial planning advice without influence from any big banks or insurance companies. This allows him to offer clients innovative investment and insurance solutions from across the entire Canadian financial landscape.
His excellent communication skills and easy and laid back nature is what clients appreciate most. Almost 100% of Denny’s business comes through referrals from existing clients, which is a testament to the quality of service and advice that he provides.
Lise has been in the financial industry for 23 years. She spent 2 years with one of the leading financial planning companies in Canada before joining Eagle Partners almost 21 years ago.
She focuses on helping clients build a solid framework for making informed decisions relating to their financial health. Every client is unique, and she approaches each client’s situation by understanding what’s important to them and their family when building solutions that are tailored to their unique and individual needs.
She forms strong and long-lasting relationships with her clients through all stages in life, from buying their first home to planning for their children’s post-secondary education, through to their retirement and estate planning.
Lise is a firm believer in that what gets measured, gets done.
In her free time, Lise enjoys playing hockey, golf, curling and dragon boating (she might have a slight competitive edge!), but most of all, she loves spending time with her family.
After graduating from the University of Waterloo, Brianna joined the Eagle Partners team in 2019 as the Administrative Support Specialist before being promoted to the Office Manager.
She oversees the daily operations and ensures that the office is running smoothly and maintains the Eagle Partners standard of excellence in all areas of the business.
Alongside her role at Eagle Partners, Brianna is pursuing her Bachelor of Education with a qualification in teaching French as a Second Language. Her passion for teaching comes from her love for learning and wanting to help others.
Varun graduated in 2018 from the University of Toronto with an Honours Bachelor of Arts in Political Science. After which, he travelled to Japan and India in hopes of broadening his horizons and to experience the different cultures the world has to offer.
Prior to joining Eagle Partners in 2021, he worked various customer service positions where he was able to form strong relationships with clients to ensure their needs were met. His customer service experience directly translated to his former role as the Administrative Support Specialist at Eagle Partners.
After completing the CIFC Mutual Funds Certificate in March 2022, he assumed the role of Associate Advisor. Through this, he is one step closer to achieving his goal of becoming a Financial Advisor. Varun looks forward to his growth within Eagle Partners and forming new client relationships.
Bradyn graduated from Queens University with a Bachelor of Arts and Science Honours Degree in 2021. He has worked as a Customer Service Advisor and Cards. After graduating, Bradyn moved to RBC as a Cards Advisor in February of 2022 and left that role to join the Eagle Partners team in July of 2022.
Bradyn uses his significant experience in Financial Customer Service roles to ensure that you have a friendly point of contact in the office who is committed to efficiently completing tasks. Bradyn wants to help clients and enjoys seeing how impactful that assistance can be.
In his free time Bradyn really enjoys Cycling, Golf and watching professional sports.
Lisa has gained experiences in many different careers and industries. From being a Caterer for high end events, to Executive Producer of a film company, to a successful Realtor, Lisa is able to bring her high energy and entrepreneurial spirit to her role at Eagle Partners.
She is in charge of creating systems and policies to improve the operations of the company, and is constantly dreaming up new ideas to enhance the overall Eagle Partners experience for our clients.
Lisa lives in Oakville with Denny (husband), Sarah (daughter), and Bernie (Bernese Mountain dog and office mascot).
Bernese Mountain Dog, born Dec 4, 2020, graduated from Doggie Training 1.0, likes his belly rubs and puppaccinos.