Lisa Lucio

CEO, CFP®, MBI Financial

Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.

Working in the family business since 1988, MBI Financial’s CEO, Lisa Lucio, has an intuitive understanding of the milestones that can affect our finances and a practiced hand constructing a portfolio that reflects clients’ best interests. As a Certified Financial Planner® (CFP®), retail store owner, MBI Financial board member, and mother of two daughters, Lisa loves advising clients about income tax, small business, and the intricacies of family corporations. In addition to her CFP® designation, Lisa is a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker, as well as a member of Blenheim’s BIA.

Jodie Reaume

Associate, MBI Financial

Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.

Jodie began her career in financial services with MBI Financial in 2000 and credits her professional success to sharing knowledge with her peers and colleagues.  Holding her Mutual Fund and Life Insurance Licences and pursuing her Certified Financial Planner designation has given Jodie insight into which financial products resonate with her clientele.  “I want every client to feel that they can ask for a briefing on the full range of products that we offer, including Registered Education Savings Plans (RESPs) and Registered Disability Savings Plans (RDSPs) for those who have to provide financial care for a loved one with disabilities.”  Jodie is a mom of two and an active churchgoer and volunteer in her community. 

Ron Vandehogen

Associate, MBI Financial

Insurance Specialist and Deposit Broker, MBI Financial
Investment Funds Representative, Hub Capital Inc.

Ron’s career in the financial industry began at SunLife Financial; he accepted a position in 2010 as an advisor at MBI Financial’s Blenheim branch where he has proven to be an asset to clients and colleagues alike.  A farmer himself, Ron has relentlessly pursued accreditation where farming meets finances: he is a Certified Agricultural Farm Advisor, as well as a Mutual Fund Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker. Ron is also a member of the Registered Deposit Brokers Association (RDBA), Advocis, and the Canadian Association of Farm Advisers.  With his personal and professional experience, Ron enjoys making sure that clients and their families know how to plan for their future and then, as they reach new life stages, Ron focuses on advising on their estate and funeral planning measures.  In his free time, Ron – father of two and grandfather of two – has served as a youth hockey coach and chairman of the Golden Acres Curling Club.  Ron is looking ahead in attaining his Certified Health Specialist designation through Advocis.

Darlene Workman

Back Office Administrator

Darlene joined the MBI Financial team in 2017 and brought with her over a decade of back office processing experience for one of the largest insurance companies in Canada.  She ensures investment transactions are processed efficiently and effectively and supports her team in their daily processing.  Darlene readily finds areas that can be made more efficient and has a vital role in managing these improvements. On the weekends, Darlene, a mother of three and grandmother of five, can be found running her antique shop or enjoying her other passion, baking – she is well known for her delicious pies

Kristy Tagg

Administrative Assistant

Kristy joined the MBI Financial team in 2016 and has proven that client services is her specialty.  From managing schedules and answering client questions, to processing investment transactions, Kristy ensures that the client’s interests are placed first and foremost.  Kristy recently completed the Canadian Deposits Self-Study Course and is excited to further her career in the financial services industry.

Lisa Hamilton

Licensed Assistant

Lisa Hamilton’s knowledgeable and efficient administrative support in MBI Financial’s Ridgetown office keeps paperwork moving on behalf of every client in the office.  She is a member of the Registered Deposit Brokers Association and she completed her Investment Funds in Canada course in May of 2018. Since starting at MBI Financial in 2007, Lisa is continuously sought out by colleagues for insight into the organization and client service standards that keep the business flowing smoothly. Lisa has an eye for task efficiency to improve the customer experience and is able to view financial processes from the clients’ perspective so that she can ensure our clients fully understand the process that occurs when they choose MBI Financial to act as their advisor.