Loft Wealth Management Group

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Loft Wealth Management Group We are dedicated to providing an exceptional client experience and integrated financial advice.

Insurance products, including segregated fund policies are offered through Loft Wealth Management Group, and Investment Representatives Derek Barnard, Jody Cleminson, James Delaat, Robert Dewar, Garry Gardiner, Melissa Gardiner, Zoe Mossey, Anne Crocker, Reid Ramseyer and R. Rick Macoretta offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

💚 A proud moment for Loft. And a whole lot of heart behind it. Wednesday night at the 2026 Canada Life Wealth Summit in ...
10/09/2026

💚 A proud moment for Loft. And a whole lot of heart behind it.

Wednesday night at the 2026 Canada Life Wealth Summit in Ottawa, Loft Wealth Management was honoured to receive the IPC Wealth Cares Award for Community Service! 🏆

This award recognizes exceptional commitment to volunteerism, philanthropy and making a meaningful difference in the communities we call home. And to be recognized by our peers for something so close to our hearts makes this moment especially meaningful.

At Loft, giving back has never been about checking a box. It's about showing up.

It's about supporting organizations like Women's Crisis Services of Waterloo Region, Ray of Hope Inc., Special Olympics Ontario and Food4Kids Waterloo Region, and causes like Couture for Cancer (organized by Waterloo Regional Health Network Foundation - WRHNF), the Marc Hilker Memorial Golf Tournament and Victorian Order of Nurses - VON’s Sakura House Hospice.

It's about cheering on local athletes and teams, including the New Hamburg Firebirds Jr. C, U18A Kitchener Lady Rangers, Cambridge Rivulettes Women's Jr. Hockey Team, London Jr. Knights U11 AAA, Cambridge Hawks U16 AA, Tillsonburg Thunder and Team King Men's Competitive Curling Team.

And it's about supporting the people who bring communities together, from the Tillsonburg Kinsmen Club to the Plattsville & District Heritage Society's 175th Anniversary Celebration.

While it's our name on the award, this recognition belongs to each and every person on our team and the incredible organizations, volunteers and community members who work tirelessly to make life better for others.

A heartfelt thank you to IPC Wealth and our industry peers for this honour. We're incredibly proud to be recognized, and even more grateful to be part of communities that give us so many reasons to give back.

Because at Loft, wealth has always been about more than money. It's about making life richer for the people around us.

10/09/2026

There’s a lot to be thankful for this Thanksgiving – including the communities we call home and the people who show up for one another.

This Friday, there’s a great opportunity to do exactly that while cheering on a local team.

We’re proud to sponsor the New Hamburg Firebirds this hockey season, and they’re hosting their Food Bank Night on Friday, October 9 at 7:30 p.m.

🥫 Bring a non-perishable food item and receive FREE admission to the game!

The Firebirds have a long history of bringing the community together through their Thanksgiving food drive, collecting food to help support local families.

So, if you’re looking for a great way to kick off Thanksgiving weekend, bring your donations, bring the family and come cheer on the Firebirds. 🔥🏒

From all of us at Loft, we wish our clients, friends and neighbours a very happy Thanksgiving - filled with good food, good company and plenty to be grateful for. 💚

Your benefits plan may be in place. But your employees aren’t standing still. 👥 Someone just starting their career may h...
10/07/2026

Your benefits plan may be in place. But your employees aren’t standing still. 👥

Someone just starting their career may have very different priorities from an employee raising a family, supporting aging parents or getting closer to retirement.

And as your team moves through those different stages, what they value from their benefits can change.

That makes it worth asking: Has your benefits plan evolved along with them?

Our article looks at the different stages of the employee lifecycle, how needs can shift over time, and why regularly revisiting your benefits can help you continue to offer meaningful support to your team.

📝 Read more: https://bit.ly/4hyKh7M

📚 A full room, a full agenda and plenty of great conversation. Yesterday, the Loft team came together for a very full Ad...
10/02/2026

📚 A full room, a full agenda and plenty of great conversation.

Yesterday, the Loft team came together for a very full Advisor Day: an opportunity for our advisors to step away from the day-to-day and spend some time learning from our investment partners (and each other!)

While our advisors bring a wealth of knowledge and experience to the table, there’s always more to learn. Staying curious, sharing perspectives and keeping up with an ever-changing investment landscape are all part of how we continue to bring thoughtful, informed advice to our clients.

A big thank you to all of our investment partners who joined us and shared their time and expertise, and to Fidelity Canada for keeping everyone fuelled with an amazing lunch from Jimmy's Feed Co. in Waterloo. 💚

A great day of learning, connection and good food. We’d say that’s time well spent!

✨ A new name behind the scenes. The same Loft beside you. As of October 1, 2026, the mutual fund dealer we work with, Qu...
10/01/2026

✨ A new name behind the scenes. The same Loft beside you.

As of October 1, 2026, the mutual fund dealer we work with, Quadrus Investment Services Ltd., has joined together with Investment Planning Counsel to become IPC Wealth Inc.

So, what does that mean for you?

In many ways, not much — and that's a good thing. 💚

The Loft team you know isn't changing. Neither is the relationship you've built with us, the advice you receive or the people you call when you have a question, a big decision to make or simply want to talk something through.

Think of this as a change happening largely behind the scenes.

The move to IPC Wealth brings together two established dealer organizations and gives us access to a broader product shelf and expanded investment options. This means we have more tools we can draw from as we continue building financial plans around your life, priorities and goals.

You may start to notice the IPC Wealth name and branding on statements, forms and other investment-related materials. But when you call us, you'll still hear the same familiar voices on the other end of the phone.

New dealer name. Same Loft relationships. Same commitment to helping you make the most of your wealth — and your life.

As always, if you have questions about what the change means for you or your accounts, reach out. We're happy to talk it through.

For more information about our relationship with IPC Wealth Inc., please see the disclosure below:

Insurance products, including segregated fund policies, are offered through Loft Wealth Management Group. Financial Advisors Derek Barnard, Jody Cleminson, James Delaat, Robert Dewar, Anne Crocker, Garry Gardiner, Melissa Gardiner and Reid Ramseyer, and Licensed Associates Julie McDermott and Zoe Mossey offer mutual funds through IPC Wealth Inc.

IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license to IPC Wealth Inc.

For the IPC Wealth privacy policy, visit https://bit.ly/3VnBcrd

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Today, we honour the children who never returned home, the Survivors of residential schools, and the families and commun...
09/30/2026

Today, we honour the children who never returned home, the Survivors of residential schools, and the families and communities who continue to live with their lasting impact.

The National Day for Truth and Reconciliation is a reminder to listen, learn and acknowledge the history and experiences of Indigenous Peoples – and to recognize that reconciliation is an ongoing responsibility we share.

At Loft, we believe meaningful progress begins with understanding. We’re taking this day as an opportunity to reflect on the past, deepen our understanding, and consider the role each of us can play in moving forward with respect, compassion and intention. 🧡

✨ A little Parisian flair, a lot of community spirit, and a cause very close to home. Last night, the ladies of Loft tr...
09/25/2026

✨ A little Parisian flair, a lot of community spirit, and a cause very close to home.

Last night, the ladies of Loft traded the office for an Evening in Paris at Couture for Cancer, hosted at Deer Ridge Golf Club in support of the Women’s & Children’s Program at Waterloo Regional Health Network Foundation - WRHNF.

Loft was proud to have a table at this sold-out evening, which brought together fashion, food, shopping, and plenty of fun, all while raising funds for priority equipment supporting maternal and gynecologic care right here in Waterloo Region.

There’s something pretty special about a room full of women coming together to support other women. We were so happy to be part of it. 💚

Congratulations to the incredible women behind Couture for Cancer, and to everyone who helped make the evening such a meaningful success!

A tax decision made today can still be shaping your wealth years from now. For families with significant or complex weal...
09/23/2026

A tax decision made today can still be shaping your wealth years from now.

For families with significant or complex wealth, tax planning often involves much more than what happens at filing time.

Decisions around where investments are held, when income or gains are realized, how charitable giving is structured, and how wealth will eventually move to the next generation can all have effects that build over time.

Consider a few examples:

💰 How will different sources of retirement income be drawn down, and in what order?

📈 Are investments being held in the most appropriate accounts or structures for your broader plan?

❤️ Could charitable giving be planned in a way that supports the causes you care about while also complementing your tax and estate strategy?

🏡 What tax implications could arise when significant assets eventually change hands?

When you have more moving pieces, looking several years ahead can uncover planning opportunities that may be difficult (or impossible) to recreate later.

At Loft, we take the long view, bringing your investments, tax considerations, estate plans and broader goals together so the decisions you make today support where you want your wealth to go tomorrow. Let’s talk: https://bit.ly/4w2XTOc

Critical illness insurance and disability insurance sound like they belong in the same bucket. And in some ways, they do...
09/16/2026

Critical illness insurance and disability insurance sound like they belong in the same bucket. And in some ways, they do.

Both can help protect your financial plan when your health takes an unexpected turn. But they’re designed to do very different jobs.

🩺 Critical illness insurance typically provides a one-time, tax-free lump-sum payment if you’re diagnosed with a covered condition and meet the policy requirements. That money can give you flexibility to manage expenses however you need - from treatment costs and time away from work to household bills or additional support.

💵 Disability insurance is designed to replace a portion of your income if an illness or injury prevents you from working, helping you keep up with ongoing financial commitments while you recover.

So, which one do you need?

For many people, the better question is whether there’s a role for both. Life doesn’t always go to plan. The right protection can help your finances stay resilient when circumstances change.

At Loft, we can help you look at the bigger picture and determine what protection makes sense for your life, income and financial plan. 🤝

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4B/180 Columbia Street West
Waterloo, ON

Telephone

+15198855177

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