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Our Team

We know dealing with large financial firms can be cold and impersonal. They don’t take accountability, don’t know you personally and are often pitching sales. At Metherell Financial, we believe in building strong, personal relationships with our clients. With over 35 years of experience, we offer tailored financial advice and are supported by a large network of experts with industry leading tools and resources. Unlike large firms, we prioritize accountability and provide personalized solutions to help you achieve your financial goals. We strive to help clients realize their financial dreams and mitigate financial stresses. Remember your success is our success and our team is here to help.

Brynn

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.

Anne Marie

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.

Kalessy

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 has completed the LLQP course to get her Life Insurance License to deepen her knowledge in personal finance and client management.

Marty

Founder

Marty founded Metherell Financial in 1982 with a commitment to helping clients achieve their financial goals through hard work, integrity, and exceptional client service. After more than four decades in the financial industry, he retired in January 2024, leaving a lasting legacy built on trusted relationships and personalized financial guidance.

Throughout his career, Marty earned several distinguished recognitions, including membership in the Million Dollar Round Table beginning in 1984 and the Five Star Master-Building Award from Manulife Financial. As a licensed life insurance advisor specializing in retirement and estate planning, he assisted with more than 250 estate settlements, helping families navigate the process efficiently and seamlessly.

Today, Marty enjoys spending time with his wife, three children, and their families. He spends his summers in Honey Harbour, enjoys time out on his Sea-Doo, and continues to support Burlington’s Performing Arts Centre.