John Paul Tedesco B.A.

Representative
johnpaul@tedesco.org
613 966-2990

My clients often report that I am the first person working in the financial services industry that communicates in a language they can understand.  The financial world can be complicated and sometimes overwhelming.  I position myself as your one essential source for information and guidance when navigating your financial world.

When I am not meeting with clients, I focus on quality time with my family. I am also a proud supporter of Advoics, The Financial Advisors Association of Canada sitting as a board member of our local Bay of Quinte Chapter.  On weekends you will find me taking video and photographs on my latest wilderness camping adventure.

It’s all about you. Tell me about your goals. Tell me about your dreams. In our monetary world almost everything we aspire to requires money. I will help you take your goals and dreams and turn them into a plan of action.

As a representative with Tedesco and Associates I will work with you on your individual and group risk management needs. I am an investment funds representative with Investia focusing on investment products. Here are some highlights:

  • Bachelor of Arts in Economics and Business – University of Waterloo 1991
  • Life Insurance and Accident and Sickness Licensed in 1992
  • Mutual Funds Licensed in 1993
  • Co-Founder of Tedesco & Associates in 1998
  • Canadian Group Insurance Benefits Course 1995 and 2009
  • Member of Advocis – The Financial Advisors Association of Canada since 1992

Lisa C. Hall Licensed Assistant

Office Manager
lisa@tedesco.org
613 966-2990

I proudly joined the Tedesco team in 2016 as the Office Manager responsible for coordinating all aspects of customer care.  Since then, I have successfully obtained my Licensed Assistant designation which has enabled me to better assist our valued clients.    

For 20 years, I was an IT Specialist. After much consideration, I decided to make a change, one that would present new opportunities. Working with our clients to plan their financial future, protect their loved ones and help them reach their life goals has been extremely rewarding. Whether it is processing requests, responding to general inquiries or planning our client appreciation event, it is always my pleasure to work with our clients.

Whether you are a client or employee you are part of the Tedesco & Associates family.  This spirit is what has made my career choice extremely fulfilling.

Outside of the office, I am a mother of a beautiful young woman who has graduated from Ottawa University and is currently employed as a Youth Crisis Counselor. I enjoy being artistically creative, socialising with family & friends and spending time in the garden.  My big heart comes from my mother and my nutty sense of humour, which is always at play, comes from my father.  

I firmly believe Tedesco & Associates is as much a perfect fit for me as I know it is for our clients and can be for you. Give us a call and we will be happy to set up a no cost, no obligation consultation so you can see for yourself how we can work together to help you reach your financial goals.

About Tedesco & Associates

As financial security advisors, our mission is to build a financial plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Whether purchasing a home, financing a child’s education or retiring comfortably, your goals are specific to you – and your financial security plan should be tailored to your needs.

We’ll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we’ll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you’re still on track to achieving your goals.

Client service

We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have. Contact us today.