- (905) 632-4950
- [email protected]
- Mon -Thurs 8:30 - 4:30 Fri 8:30 - noon
CPA, CMA, CFP
Financial Advisor
Brynn, the owner of Metherell Financial, provides a comprehensive approach to financial planning with her Chartered Professional Accounting, Certified Management Accounting, and Certified Financial Planning designations. Transitioning from a corporate career, Brynn shifted to financial advising to pursue her passion for client-centered service.
She is dedicated to guiding clients through life’s many milestones, considering evolving industry trends and utilizing her robust accounting background to make informed strategic financial plans. Brynn has a genuine passion for helping people achieve their financial goals. With a commitment to personalized service, Brynn goes above and beyond to ensure that each client receives the attention and care they deserve. Whether you’re planning for retirement, saving for your children’s education, or navigating investment decisions, Brynn is here to provide expert guidance tailored to your unique needs. Brynn strives to ensure all of her clients feel confident and well taken care of every step of the way.
Outside of her professional pursuits, Brynn resides in Burlington, and loves to spend time at her family’s cottage on weekends. She is happily married and welcomed her first child in 2024. She values time with loved ones and friends. Brynn also actively participates in sports and engages in various women’s business groups. Brynn also contributes actively to her community through teaching financial prep courses to ensure that attendees have the right tools to make informed financial decisions.
CEA
Office Manager
As the Office Manager at Metherell Financial, Anne Marie serves as the primary point of contact for clients, efficiently handling administrative and client service inquiries. Known for her wealth of knowledge and personalized service, Anne Marie is widely recognized as the cornerstone of Metherell Financial. With over 20 years of experience in the industry, Anne Marie began her career in financial services at Manulife Head Office in Waterloo, where she spent 5 years as a Call Centre Specialist.
Anne Marie remains dedicated to staying informed in the rapidly evolving financial industry. She actively pursues Continuing Education credits and participates in industry conferences to ensure she maintains up-to-date knowledge and service excellence. In addition to her managerial role, Anne Marie is licensed in life insurance with Metherell Financial.
Outside of work, Anne Marie enjoys spending time with her line dance team performing at community events and old age homes in Brantford. She loves being a certified steak judge at competitions throughout the United States and is working towards her Prime designation.
Client Communications
and Advisor Assistant
Kalessy is a recent graduate of Wilfrid Laurier University, achieving an Honours Bachelor of Arts degree in Communications Studies with a Business Minor. During her four years at Laurier, she actively contributed to the community by working as a supervisor for the Events Staff and representing the university as a Campus Ambassador, both on and off-campus. Her commitment to teamwork, hustle, and excellence was recognized with the T.H.E. Ambassador award.
As part of her academic journey, Kalessy participated in Laurier’s Study Abroad program, spending a semester in Marburg, Germany, and visiting ten countries to enrich her global perspective. With a strong passion for assisting others, she looks forward to meeting and
supporting clients with their financial needs.
Kalessy is currently completing the LLQP course to get her Life Insurance License to deepen her knowledge in personal finance and client management.
Financial Advisor
Marty founded Metherell Financial in 1982 with a commitment to helping clients achieve their financial goals. As Marty moves toward retirement, his principles of hard work and superior client service will continue to guide Metherell Financial for years to come. With over four
decades in the industry, Marty has consistently delivered exceptional service, meeting the unique needs of each client.
Throughout his career, Marty has earned esteemed recognitions including membership in the Million Dollar Round Table since 1984 and the Five Star Master-Building Award from Manulife Financial. He is a licensed life insurance agent specializing in retirement and estate planning,
having successfully assisted in over 250 estate settlements, ensuring swift and seamless processes for beneficiaries.
Since January 2024, Marty has been in the process of transitioning to retirement. He now spends his time with his wife, three children, and their families, supporting Burlington’s Performing Arts Center and enjoying leisurely outings on his Sea-Doo in Honey Harbour.
