Our Team

 

Wayne

Wayne Mizen, President, J. Wayne Mizen Insurance Agency Ltd. Financial Advisor, Manulife Securities Investment Services Inc. / Mizen Investment Management 

After completing a Bachelor of Arts degree at Wilfrid Laurier University, Wayne began his career in financial services in the city of Toronto. Six years later, in 1978, he brought J. Wayne Mizen Insurance Agency Ltd. to Guelph. Wayne’s experience in the industry extends beyond the office and into the public where he is a member of the Society of Trust and Estate Planners and the Waterloo-Wellington Estate Planning Council.

Wayne is actively involved in sports, both as a player and as a community member. He is currently a member (and a distinguished past President) of the Kiwanis Club of Guelph. He is Chairman of the Kiwanis Sports Celebrity Dinner and a Director of the Guelph Sports Hall of Fame. Wayne enjoys golf and hockey, as well as skiing and fishing.

Linkedin

 

Marg

Marg Mizen, Business Manager and Estates Specialist, J. Wayne Mizen Insurance Agency Ltd. Associate, Manulife Securities Investment Services Inc. / Mizen Investment Management 

Marg completed a Bachelor of Arts degree at Wilfrid Laurier University. She joined Wayne’s team at J. Wayne Mizen Insurance Agency Ltd. in 1990 and oversees the operations and administration of the business. A GIC broker, Marg also specializes in income planning and estate settlement.

Outside of work, Marg enjoys golfing and spending time at the family cottage. Marg and Wayne are the proud parents of three grown children and are grandparents of four.

 

Lori

Lori Kirby, Certified Financial Planner and Insurance Specialist, J. Wayne Mizen Insurance Agency Ltd. Associate, Manulife Securities Investment Services Inc. / Mizen Investment Management 

Lori has worked in the financial industry since graduating from Brock University where she earned a Bachelor of Business Administration Honours Degree in Finance. Following university, Lori became a licensed Life Insurance agent and attained the CFP designation. Lori has been with Mizen Investment Management since 2001 where she builds comprehensive financial plans and creates effective insurance solutions. Lori is happily married; she and her husband have three children.

 

Emily

Emily McGough, Wealth Management Specialist, J. Wayne Mizen Insurance Agency Ltd.

Client Services Coordinator, Manulife Securities Investment Services Inc. / Mizen Investment Management

Emily earned an Honours Degree in Political Science from Wilfrid Laurier University. Currently, Emily is working towards completing her Certified Financial Planners (CFP) designation. She has been in the industry since 2002, beginning her career with a major insurance and investment company. Emily joined Mizen Investment Management in 2007; she brings with her exceptional problem solving skills and diverse expertise in investment products. Emily is happily married; together, she and her husband have two children.

Our Services

investment products

We offer a variety of investment opportunities that will suit your long-term or short-term goals.

 

RETIREMENT, TAX AND ESTATE PLANNING STRATEGIES

Proper tax planning results in increasing income, ensuring an orderly, cost-effective transfer of assets to heirs, and reducing income tax, accomplished throughsome planning strategies.

 

RISK MANAGEMENT STRATEGIES

Life is full of risks. We can provide you with options to protect your family and lifestyle.

 

BUSINESS/CORPORATE INSURANCE

Every company has valuable assets and people who need financial protecion suited to the business' needs.

 

View Our Services

 
Our Clients Say...
 

After several meetings with Wayne, I gained confidence in his suggestions and through time placed my total portfolio with Mizen Investment Management. For the past several years, my portfolio has been well organized, grown in value and I know exactly where my investments are and how they are performing through quarterly reviews. The statements they provide are clear and easily understood and should I require interim information, the staff at Mizen Investment Management are quick to respond with the answers. I have been comfortably retired for almost ten years and thanks to Wayne and his staff for their advice and direction, feel financially secure as I continue to enjoy my retirement.

- William Cox

client