Brent Vandermeer

Senior Portfolio Manager | Managing Partner of CrossPoint Financial

CIM®, FCSI®

As the co-founder and managing partner of CrossPoint Financial, Brent is dedicated to helping clients take the first step in a journey that leads to a sound financial future through knowledge, discipline and dedication. He is passionate about helping people discover the purpose, or as he often refers to, the “why” for their money.

With a deeply instilled work ethic from hard-working Dutch immigrant parents, Brent was taught the value of money, how to be careful about spending but also about generosity and giving back to those less fortunate.

Brent got his start in the late 1990’s when he became a licensed advisor while completing his studies at the University of Ottawa business school (B.Comm, Finance). It was there that Brent realized his passion for helping others was deeply rooted within him and he went on to become a licensed discretionary Portfolio Manager. Brent holds a CIM® designation and is a Fellow of the Canadian Securities Institute (FCSI®).

Over the years Brent has developed a proprietary “P2A” Plan to Actual report that compares your actual investment balance to your personalized financial plan. Working closely with his clients, Brent builds and monitors long-term strategies along with comprehensive financial plans and processes to help clients build and maintain a comfortable lifestyle. Brent strongly believes that this work and this service is required in order to properly steward the wealth we’ve been given.

Brent loves sharing stories of this progression and in doing so paints a picture of how the financial industry works and how our clients are best served by working with a trusted advisor who is structured in the right way. The net result is a never-wavering focus on the provision of a superior wealth management experience.

Brent and his wife Lisa are kept very busy with their family of four children. In whatever spare time there is, Brent enjoys running/triathlon, swimming, is a connoisseur of great food, and tries to serve the greater good by actively contributing to their local church and charities.

Brent is honored to lead the CrossPoint team. Through hard work and never-wavering commitment to serving our clients, Brent believes we can help you achieve your dreams and, in this way, we contribute to making our world a better place even if just in a small way.

Insurance Advisor*, CrossPoint Financial Inc.

*Insurance products and services are offered through CrossPoint Financial Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Lindsay Thom

Head of Operations & Client Experience | Associate Investment Advisor

Lindsay joined CrossPoint Financial in 2021, bringing her extensive expertise as the Head of Operations and Client Experience. Her journey in the investment sector commenced in 2006 with Dundee Wealth Management as an Investment Advisor, evolving into a branch management role in 2010. In 2015, Lindsay advanced to a pivotal role as a Senior Branch Manager under National Business Supervision, overseeing corporate Branch Managers across four provinces at HollisWealth and iAS. In 2018, Lindsay moved to practice management where she ultimately built out the team and department and co-created the Business and Practices Program supporting advisors across Canada. Renowned for her positive leadership and deep industry acumen, Lindsay has been instrumental in enhancing team dynamics, coaching, and employee development. Her ability to streamline practices and processes has set a benchmark for excellence in leadership.

Away from the office, Lindsay’s passion lies in the world of hockey, particularly women’s and girls’ hockey. She actively plays with her childhood team, celebrating the enduring bonds formed on the ice. Her enthusiasm for the sport extends to coaching, especially as the coach of both her daughter’s KGHA teams—the very league where Lindsay’s own hockey journey began. This involvement not only reflects her love for the game but also her commitment to nurturing the next generation of female hockey players.

Erin Gendron

Portfolio Manager & Financial Planner

CFP®, CIM®, FMA®

Erin Gendron is a seasoned professional with over 20 years of expertise in the financial services industry. Since joining the CrossPoint Financial Team in 2016, Erin has been a key asset, leveraging her extensive background in the field to provide invaluable insights to clients.

Her journey took her to the heart of Canada's financial hub, Toronto, where Erin spent eight years contributing her skills and knowledge to two of the country's major banks. Specializing in investment and financial planning services, Erin collaborated with a diverse clientele, streamlining day-to-day banking affairs, and helping clients comprehend and manage their credit situations.

Erin's comprehensive banking experience uniquely positions her to offer practical, well-rounded advice to clients navigating the complexities of the financial landscape. Her passion lies in empowering individuals by providing sound financial guidance, enabling them to realize their visions through meticulous planning for the future.

A CERTIFIED FINANCIAL PLANNER® since 2008, Erin holds several industry accreditations, including the Financial Management Advisor (FMA) designation and a Certificate in Advanced Retirement Strategies. She also serves as an Insurance Advisor with PPI, showcasing a dedication to a holistic approach in her financial planning services.

Beyond her professional pursuits, Erin finds joy in balancing her life with outdoor adventures alongside her husband, Daniel, and their young kids, Callan and Avalyn. Whether skiing, camping, hiking or weekend trips to discover new music, Erin embraces a well-rounded lifestyle that reflects her commitment to both family and personal fulfillment.

Mathias Deuel

Investment Advisor & Financial Planner

CFP® CIM®

Mathias joined CrossPoint in September 2026, bringing with him nearly 10 years of experience in the wealth management industry. Originally from Edmonton, he ran his own financial advisory practice working with business owners and retirees before becoming a senior advisor at a national firm, where he specialized in complex wealth planning for medical professionals across Canada. His knowledge of tax and estate strategies adds valuable bench strength to the CrossPoint team.

A graduate of MacEwan University with a degree in Accounting, Mathias went on to earn a Master’s in Intellectual History from the University of St Andrews, with a focus on political economy. He also holds both the CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Investment Manager (CIM®) designations.
Mathias believes life is built on relationships of trust, which is why he takes the time to understand what you want, need, and value before recommending any solution. For him, investing with purpose begins with a simple question: what does a good life look like for you? From there, he works alongside you to help you achieve it.

Outside the office, Mathias balances his books with his boots. A self-described history and economics nerd, he’s usually in the middle of a book on politics or the past, but is just as happy getting outdoors or staying active in the gym. Though recent arrivals in Ottawa, Mathias and his wife, Veronica, already feel right at home, hiking the region’s trails together and discovering many of the hidden gems the city has to offer.

Zarian Khan

Associate Investment Advisor

CIM®

Zarian, an alumnus of Carleton University, graduated in 2015 with a bachelor’s degree in economics. His journey in the financial sector began with a significant tenure at leading Canadian banks, where he honed his skills for five years. In September 2020, Zarian brought his wealth of experience in retail banking, financial planning, and investment solutions to our team at CrossPoint Financial.

With a Chartered Investment Manager (CIM) Designation under his belt, Zarian is on a determined path to becoming a portfolio manager. He is driven by a genuine passion for guiding our clients towards their financial aspirations, using his expertise to craft tailored investment strategies.

Outside the office, Zarian and his wife, Ashley, share a commitment to fitness, balancing their love for dining out and savoring culinary delights on weekends. As enthusiastic foodies, they cherish exploring diverse cultures through their culinary adventures and make it a point to travel to new destinations annually. Zarian's roots trace back to Pakistan, where his family lives, enriching his perspective with a blend of cultural experiences.

Dan Schultz

Associate Investment Advisor

Dan, a Carleton Finance graduate in 2023, originally joined CrossPoint Financial as a co-op student in 2021. After working with CrossPoint as a Student Analyst and gaining experience in investment banking in the GTA, he joined the team full-time in 2024 with a passion for working with clients on a day-to-day basis, helping individuals, families, and business owners achieve their financial goals. Dan’s experience across the operational, research, and client-facing sides of the industry helps him provide comprehensive advice to his clients.

Dan enjoys incorporating a teaching element into his client meetings, as he wants those he works with to feel the freedom that comes from understanding how to build wealth. He believes that assigning a goal to every dollar and planning intentionally for both short-term needs and long-term goals are key to financial success.

Outside of work, sports take up the majority of Dan’s free time. Whether coaching or playing, on most evenings you can find him on the basketball court or the golf course, figuring out how to make just about anything competitive. He also loves trying different types of food and believes he can provide a great restaurant recommendation to anyone.

Ben McVey

Manager, Operations & Portfolio Analyst | Licensed Assistant

CFA® Level I

With a background as a Financial Analyst for the Department of Defence Canada, Ben brings valuable expertise to the team. Ben is pursuing a CFA designation and has a deep interest in tax strategy and planning. Outside of work, Ben's passion lies in his rural Northern Ontario roots, where he enjoys hunting and fishing.

Sandra Perez

Client Service Manager, Licensed Assistant

Sandra joined CrossPoint Financial in 2008 and leads the support team with a commitment to excellence. She takes immense pride in providing top-tier assistance to every individual she collaborates with.

Diane Astley

Licensed Assistant

Diane brings over 19 years of wealth management experience, with a focus on enhancing client experience through strategy, analytics, and relationship management. Outside the office, she enjoys life on a patio with her camera and a book, planning new travel adventures, or exploring the TransCanada Trail on her bike.

Maggie Sharkey

Client Service Administrator

Maggie plays a pivotal role in supporting the team, serving our clients in an administrative capacity. Her ongoing dedication revolves around creating an outstanding client experience.

Justine Cybolsky

Client Service Administrator

Justine is an experienced Administrative Assistant with over four years of expertise in office management and executive support, known for her strong organizational skills and attention to detail. At CrossPoint, she supports a dynamic team, ensuring smooth operations while continuing to grow her knowledge of the finance industry.

Nicole Duguay

Client Service Administrator

Nicole is a reliable and personable administrative professional with a strong focus on client service and smooth day-to-day operations. She is known for being organized, approachable, and responsive, always aiming to create positive experiences for both clients and team members. When not in the office, you can find Nicole and her family training at the karate dojo, running, cycling or enjoying the gym.