“You are what you do, not what you say you will do.”  — CG Jung

Limestone Financial’s origins began in 2006.  Since then, it has grown to its current structure of three locations, serving much of Eastern Ontario.  We believe in a team approach, where we can highlight each other’s strengths, and together with your other professionals, such as lawyers and accountants, offer current and comprehensive solutions.

As independent advisors, not beholden to any one company’s products, we employ strategies that are current with market trends, and that lessen cost as well as volatility, while maintaining the potential for growth.  We often work with outside, duly qualified portfolio managers who review and advise on our customized mandates: we, like you, value professional advice and oversight.

It is our vision to work hand-in-hand with our clients to develop personal relationships and focus on what’s important to them in achieving their financial goals.  This deeper understanding of the person and their priorities is what makes our job meaningful on a daily basis.  We treat your money like it’s our own.

Our Team

(Click profile name to view our individual bios)

STEPHANIE

Stephanie Milligan
BA, CFP®, CLU
Certified Financial Planner

Stephanie-Milligan-Limestone-Financial2

Linkedin Profile

Stephanie Lafond-Milligan BA, CFP®, CLU
Owner, Certified Financial Planner

Stephanie began her career in the financial services industry in 1993, after attending both Queen’s University and Ottawa U. As a small business owner, she has seen many changes in the financial service landscape over the years. Stephanie believes that a relationship of mutual trust and commitment, from all parties involved in the planning process, is the essential ingredient to long-term success for her clients.

Early in her career, Stephanie paid attention to her clients’ need for professional level advice. As a result, she obtained both her CLU (Chartered Life Underwriter) and her CFP (Certified Financial Planner) designations. Her ongoing commitment to keeping up-to-date is evidenced by various conferences and seminars, which she regularly attends throughout North America. She is a member of the Downtown Kingston BIA, DARN, Kingston and Brockville Chambers of Commerce and 100+ Women Who Care Kingston. Her current volunteer commitment is to a grassroots organization, looking to maintain the vitality of a downtown heritage building.

Stephanie is a local Past-President of Advocis, the national association of choice for financial advisors, and a past member of both the Desjardins Advisory and Branch Principals Council, representing their independent advisors and their branches in Ontario, at the national level. She is a past Chair of her church’s and Cantabile Choirs of Kingston’s Board of Directors, as well as a past member of the City of Kingston’s Heritage and Culture Committee, and the Kingston Symphony Finance committee.

LISA

Lisa Cordeiro
Office Manager and Licensed Assistant

Lisa-Cordeiro-Limestone-Financial

Lisa Cordeiro
Office Manager and Licensed Assistant

Lisa began her career in the financial industry in 1996. After graduating from Queen’s University, she began her career with Canada Trust which eventually merged into TD. Working various roles within the bank, her commitment was always to the customer. Lisa came to Limestone after twenty years with the bank. Her experience and her belief that customers come first, make her a valuable asset.

Lisa lives in Kingston with her husband and son. In her spare time, she loves to spend time with her family and friends. She also loves to travel, downhill ski, watch movies and curl up with a good book.

Her philosophy in life has always been “treat others as you would treat yourself “

Lisa looks forward to helping all our clients in the Kingston Office.

TOM

Tom Shillington
CET, CLU, CHS
Senior Financial Advisor

Linkedin Profile

 

Tom Shillington CET, CLU, CHS
Owner, Senior Financial Advisor

Tom started in the financial services industry in 1987 after 10 years in the engineering field. He has wide ranging experience as an advisor, branch manager, training and development leader as well as a senior executive of an insurance MGA.

With all the changes both in the economy, as well as the financial services industry, Tom believes that client’s are looking for an advisor who can be their ally. He strongly supports the trend towards a holistic approach in financial and retirement planning, understanding that clients are looking for an investment strategy with low costs that works as advertised.

Having obtained the CLU (Chartered Life Underwriter) and the CHS (Certified Health Specialist) designations, he continuously keeps up-to-date with local and national seminars and conferences. He is also a current member and a local Past-President of Advocis, the national association of choice for financial advisors. Over the years, he has been involved in Trenval (Quinte area) Economic Development, United Way in Belleville, and was Chair of Greater Belleville Safe Communities. He is currently a member of Kingston and Brockville Chambers of Commerce, DARN, Downtown Kingston BIA, as well as a board member of Making Play Possible in Brockville.

JUNE

June Donnelly
Senior Administrator & Licensed Asst.

 

June Donnelly
Senior Administrator and Licensed Assistant

Over the years of constant change, one thing our clients have been able to depend on is my friendly, familiar voice of the otherend of the phone. I started my career in this industry in the spring of 1993 after leaving an office manager position at a seasonal business. More than 20 years later, through many name changes and mergers, I am still the voice of the Brockville office.

Amidst changes in technology, management, head offices, and paperwork protocol, I have been able to assist the advisors and keep them up-to-date with all the new processing issues that may arise. Being a member of the Limestone Financial family has only strengthened my ability to enable you, as clients, to have the best possible people and resources working for you at all times. I pride myself on remembering faces and names and many clients have become like personal friends over the years, and it has been my pleasure to help.

Now that my son and daughter have given me four perfect grandchildren, my number one hobby is being a grandmother. I also like to garden, dance, listen to music, read, play cards, and hang out with my close friends. I attribute a lot of the happiness and peace in my life to my faith, family and close friends. I believe that, when you have those three things, life is pretty good.

DFS INVESTMENTS IS A MUTUAL DEALER REGISTERED IN EVERY CANADIAN PROVINCE AND TERRITORY AND AN EXEMPT MARKET DEALER REGISTERED IN ALL PROVINCES, EXCEPT MANITOBA. IT IS ALSO REGISTERED IN EVERY CANADIAN PROVINCE AND TERRITORY FOR THE DISTRIBUTION OF INSURANCE PRODUCTS. DFS INVESTMENTS’ ADVISORS MAY BE QUALIFIED TO PROVIDE ADVICE ON MUTUAL FUNDS, EXEMPT MARKET PRODUCTS AND OTHER INVESTMENTS PRODUCTS, AMONG OTHER THINGS. IN QUÉBEC, DFS INVESTMENTS IS ALSO REGISTERED AS A RESTRICTED DEALER, A GROUP INSURANCE OF PERSONS AND A FINANCIAL PLANNING FIRM. UNLESS OTHERWISE INDICATED, INVESTMENTS IN PRODUCTS DISTRIBUTED BY DFS INVESTMENTS ARE NOT INSURED, IN WHOLE OR IN PART, BY THE CANADA DEPOSIT INSURANCE CORPORATION OR BY ANOTHER PUBLIC DEPOSIT INSURANCE FUND, AS THE CASE MAY BE, NOR ARE THEY GUARANTEED, IN WHOLE OR IN PART, BY DESJARDINS INSURANCE¹, AND THEIR VALUE IS SUBJECT TO MARKET FLUCTUATIONS. ¹DESJARDINS INSURANCE REFERS TO DESJARDINS FINANCIAL SECURITY LIFE ASSURANCE COMPANY, A PROVIDER OF LIFE AND HEALTH INSURANCE AND RETIREMENT SAVINGS PRODUCTS.

Kingston

P: 1 (888) 679-1112
F: 1 (866) 730-7210

166 Queen St. Unit 1
Kingston, ON  K7K 1B1

Kingston

Brockville

P: 1 (888) 679-1112
F: 1 (866) 730-7210

28 St. Andrew St
Brockville, ON  K6V 4X4

Pembroke*

P: 1 (888) 679-1112
F: 1 (866) 730-7210

224 Pembroke St. W.
Pembroke, ON  K8A 5N2

Pembroke