Your dedicated team in Northern Ontario
At DKB Financial, we are more than a team – we are your dedicated partners in helping you achieve financial independence and secure your future. For over 60 years, our unwavering commitment is rooted in guiding you toward realizing your financial goals. With our wealth of knowledge and expertise, we are confident in our ability to provide you with the guidance and resources to navigate the complexities of building and helping you protect your wealth.
DKB Financial Services Group Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Rick Giommi
I have worked in the financial services industry since 1979. Throughout this time, I worked out of Sudbury, Ontario. When I’m not working, I enjoy getting involved with not for profit organizations. I also serve on various community boards.
I am happily married with three grown children. As a sports enthusiast, I’ve enjoyed coaching and participating in basketball and various outdoor activities over the years.
Job Title: Advisor, Sun Life, CFP®, CHS™
Phone: 705-806-2323
Email: rick.giommi@sunlife.com
Fax: 705-674-9741
Address: Sudbury, ON
Josh Bigras
Since 2007, I’ve been helping Clients as their advisor. With a specialty in working with business owners and families, I can help you with your retirement planning. Offering exceptional service for all Clients is my priority.
My home time is devoted to my family. I have two children and a loving wife and enjoy coaching my kids in community sports. In my spare time, I play sports and stay active in the community.
Job Title: Advisor, Sun Life
Phone: 705-897-1114
Email: Joshua.Bigras@sunlife.com
Fax: 705-897-1116
Address: Val Caron, ON
Craig Ash
As a CERTIFIED FINANCIAL PLANNER®, I focus on developing, implementing and monitoring financial plans for established and new Clients. I create plans defined by a thorough and professional approach, using investment and tax strategies tailored to your needs. I always take the time to educate, explain and review each plan.
Born and raised on a small farm in Southern Ontario, I’m happy to have lived more than half of my life in North Bay/Callander. I live here with my spouse Laurel, who is also an advisor with our firm. I’m a proud father of two adult daughters who enjoy all the benefits of outdoor life in northern Ontario.
Job Title: Advisor, Sun Life, CFP®
Phone: 705-995-1925
Email: craig.ash@sunlife.com
Fax: 705-995-2156
Address: North Bay, ON
Ryan McMillan
Born and raised in North Bay, I joined Sun life in 2007 and have over 17 years of experience. I enjoy working with small business owners and families to create a financial strategy, including insurance and investment solutions. My goal is to help Clients build their savings, while protecting them from unexpected financial burdens.
I’m married and have two children. In my free time, I enjoy spending time at the ball field or hockey rink with my children.
Job Title: Associate Advisor, Sun Life
Phone: 705-995-1925
Email: ryan.mcmillan@sunlife.com
Address: North Bay, ON
Laurel Myers
I have been in the industry since 2015 and joined DKB as an associate advisor in 2019. I have obtained designations as a Certified Health Insurance Specialist, Professional Financial Advisor and QUALIFIED ASSOCIATE FINANCIAL PLANNER®.
I am a founding member of the local BNI, a global networking organization, where I have built collaborative working relationships with numerous other professionals in the community.
I work alongside my spouse Craig, a veteran advisor with the DKB team. Born and raised in a small town in southern Ontario, I am now happy to call Callander home. I spend my spare time on the local golf courses and enjoying the outdoors.
Job Title: Associate Advisor, Sun Life, CHS™, QAFP®
P.F.A.™
Phone: 705-995-1925
Email: laurel.myers@sunlife.com
Address: North Bay, ON
Todd Boyd
I joined the financial services industry in 2004 after six years of being self-employed in the technology industry. I quickly found that my technology skillset and problem solving techniques are an asset as an Associate Advisor. Education is important to me. That’s why I’m proud to have the CERTIFIED FINANCIAL PLANNER® designation.
I enjoy spending time with my family. I’m a proud father of one and step father of two. In my free time, I’m an avid skier and traveler and an absolutely terrible golfer.
Job Title: Associate Advisor, Sun Life, CFP®
Phone: (705) 806-2323
Email: todd.w.boyd@sunlife.com
Address: Sudbury, ON
Kathleen Tripodi
I’ve worked in the financial services industry since 1999. After graduating from University, I moved to Toronto to start my career working for a mutual fund company. After seven years, I decided to move to Sudbury to start a family and be close to my family. I started working at an independent advisor’s office and this is where I found my passion. I soon realized how much I loved working directly with Clients. I’m passionate about helping people save and protect their wealth.
When I’m not in the office you’ll find me outside being active, watching my son play hockey or my daughter on the basketball court.
Job Title: Associate Advisor, Sun Life
Phone: 705-806-2323
Email: kathleen.tripodi@sunlife.com
Address: Sudbury, ON
Keera Lagace
I’m happy to have joined the DKB team in 2003. Since then, I’ve seen the company grow from two advisors to the large work family that exists today. I look forward to continuing to contribute towards the success of DKB and watching the company succeed further.
Out of the office, I enjoy spending time with family and friends, gardening and being outside.
Job Title: Advisor Assistant, Sun Life
Phone: 705-806-2323
Email: keera.lagace@sunlife.com
Fax: 705-674-9741
Address: Sudbury, ON
Rosie Polifroni-Suban
I started working in the financial services industry in 1975. After many years, I joined the DKB team in 2008. I’m passionate about cooking and baking and often bring treats to the office.
I have two beautiful sons and look forward to becoming a grandmother soon. In my free time, I enjoy walking and exercising.
Job Title: Advisor Assistant, Sun Life
Phone: 705-806-2323
Email: rosie.polifroni-suban@sunlife.com
Address: Sudbury, ON
Kendra Lilly
Since 2005, I have worked in the financial services industry. I joined the team in 2015.
In my free time I enjoy hiking, skating and anything that keeps me active.
Job Title: Operations Manager, Sun Life
Phone: 705-806-2323
Email: kendra.lilly@sunlife.com
Address: Sudbury, ON
Kathy Brown
I joined the DKB team as an Advisor Assistant in 2012 after working with Sun Life since 1995.
My husband and I have three amazing daughters. In my spare time, I enjoy being with my children and grandchildren. When I’m not busy I enjoy riding and training horses on our farm.
Job Title: Advisor Assistant, Sun Life
Phone: 705-897-1114
Email: kathy.brown@sunlife.com
Address: Val Caron, ON
Julie Weaver
Since joining the DKB team in 2020, I have loved the family atmosphere that our team has. With 10 years of working experience in the financial industry, I’m no stranger to the business.
Born and raised in Sudbury, I’m happy to now be raising my son here with my husband. When I’m not working, I enjoy fishing, hunting and spending time with my family.
Job Title: Advisor Assistant, Sun Life
Phone: 705-806-2323
Email: julie.weaver@sunlife.com
Address: Sudbury, ON
Bonnie Wager
Having worked over 35 years in the financial industry, I bring a lot of experience to my role. In my spare time, I enjoy knitting, gardening and spending time with my family and two dogs.
Job Title: Advisor Assistant, Sun Life
Phone: 705-995-1925
Email: bonnie.wager@sunlife.com
Address: North Bay, ON
Sylvie Walsh
I joined the DKB team in 2019 after joining the industry in 2012.
I’m married and have two daughters. When I’m not working, you’ll find me spending most of my time with my family and my animals. In my free time, I enjoy travelling, fishing and camping.
Job Title: Advisor Assistant, Sun Life
Phone: 705-806-2323
Email: sylvie.walsh@sunlife.com
Address: Sudbury, ON
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