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Your dynamic financial services organization

We are a dynamic financial services organization, offering individuals and their families estate and retirement planning through Brittain Group Financial Services Inc, and investment solutions through Manulife Securities Investment Services Inc.


We have an outstanding group of experienced and qualified financial advisors, an enthusiastic and capable administrative team and employ a wide array of insurance and investment products to develop effective strategies while fulfilling our commitments to our valued clients.
Katherine Williams CFP, EPC Photo

Katherine Williams CFP, EPC

Senior Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Agent, Brittain Group Financial Services Inc

Katherine joined the financial services industry in 1978. Initially working with a chartered bank and then a trust company prior to joining  Jeff Brittain Insurance Brokers Ltd in 1985. Katherine earned her CFP designation in 2002 and EPC designation in 2006.

She remained an employee of Jeff Brittain Insurance Brokers Ltd until 2004, left to manage and carry on the business  after the unexpected death of her predecessor Jeff Brittain in 2002. In 2004, a successful bid was made to buy the company allowing her to continue to work with the clients. Katherine is now the sole owner  and president of Brittain Group Financial Services Inc.  She is happily married to Brad with two adult children and an ever expanding  family.  She enjoys walking, cycling, continuing education,  reading, cooking  and all time shared with her family and friends.

Katherine.Williams@manulifesecurities.ca

Carolyn Whelan CFP, EPC, Photo

Carolyn Whelan CFP, EPC,

Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Agent, Brittain Group Financial Services Inc.

Carolyn started in the financial services industry in 1993 when she returned to work after 8 ½ years as an at-home Mom to her sons, Ryan and Shane.  What began as a part-time file clerk position with Jeff Brittain Insurance Brokers Ltd., and Wealthwatch Inc., quickly became a career.  She learned the business from the ground up, working as an administrator, sales and marketing assistant while obtaining her licensing to become a financial advisor.  Carolyn received her CFP designation in 2002 and her EPC designation in 2006.  She feels fortunate to have been mentored along the way by several highly-respected advisors, including her good friend and colleague, Katherine Williams. Carolyn loves helping people and is happy to be part of such a rewarding profession.

Carolyn.Whelan@manulifesecurities.ca

Lindsay Fothergill, CFP, B.A, Photo

Lindsay Fothergill, CFP, B.A,

Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Agent, Brittain Group Financial Services Inc.

Lindsay graduated from the University of Guelph with an Honours B.A. in 2006. She accepted an administrative position at Brittain Group Financial Services the same year. Lindsay pursued financial planning as a career and in 2012 became a Certified Financial Planner (CFP).  Her enthusiasm and previous banking experience have made her a valuable member of our team. Lindsay’s investment philosophy is composed of tax efficient wealth creation while aiming to protect capital. Lindsay lives in Brantford with her husband, Jeff their children Benjamin and Cora and dog Bear.

Lindsay.Fothergill@manulifesecurities.ca


Jillian Breuls Photo

Jillian Breuls

Client Sales Assistant, Mutual Fund Advisor Assistant

Manulife Securities Investment Services Inc

Jillian is a recent graduate from Fanshawe College. She has accepted an administrative position, as she pursues a financial planning career. She completed her Investment Funds in Canada Course for mutual funds in 2014 and has recently completed a  FPSC-approved core curriculum program in financial planning. Jillian was married in March 2017 in Puerto Vallarta, Mexico and lives in Brantford with her husband Matt and their dog Colby . With her youth, enthusiasm and previous customer service experience Jillian is an important staff member.  She is ready to assist you with any customer service issues.

jillian.wratten@manulifesecurities.ca

Casey McMillan Photo

Casey McMillan

Administrative Assistant

Manulife Securities Investment Services Inc

Casey joined our team in 2014 taking on the roll as one of our front office administrative assistants. Casey is a graduate from Mohawk College, receiving a certificate from the Office Admin Program. Casey has a wide range of knowledge in customer service, and her enthusiasm and interest to expand her investment knowledge has made her an important staff member. Casey has received her Registered Deposit Broker License, and is looking to pursue her career as an admin assistant and helping you with any customer service issues.

Casey.McMillan@manulifesecurities.ca

Call 1-519-756-7171