Thomas Moore, P.Eng., M.B.A., CFP, CLU

Certified Financial Planner
Financial Advisor

Scholarship wishes and hole-in-one dreams

For Thomas, a trained engineer and financial planner, sound financial planning boils down to a simple mathematical equation: Financial Planning = Inspiration + Confidence to Achieve Your Goals. He dreams of one day starting a scholarship fund to help students who otherwise couldn't afford it to attend university to study science, engineering or technology. That, and spending his days perfecting his golf swing.


Scott Richardson, B.Mgt, CFP

Certified Financial Planner
Financial Advisor

Financial advice with a side of beef Carpaccio, anyone?

A trained financial planner and chef, Scott uses his planning experience and know-how to cook up financial plans to give his clients clarity and peace of mind, and help them reach their goals.

What would Scott do if his own financial plan included a gift of a million dollars that he had to spend? He’d open his own small restaurant, café or food truck.


Lorraine Simpson

Client Relations Manager

A goal of stress-free living

Thanks to her 20-plus years’ experience in the financial industry, Lorraine understands the need to set goals. So while she’s managing the team calendar and client files, preparing Tom and Scott for meetings and doing all of LifeGuide Financial's marketing, she’s got one thing on her mind: helping clients reduce the stress in their lives. How does she de-stress? Gardening and spending time with family.


Lisa Graham

Client Service Manager

Peace of mind and paradise

A lover of tropical destinations, Lisa understands the benefits of serenity. That’s why she enjoys what she does at LifeGuide Financial™. By assisting clients with requests and enquiries, processing and verifying all transactions, and keeping current with compliance standards, she’s happy to play a small role in helping clients reach their financial goals. “You can’t put a price tag on that kind of peace of mind,” she says. Unless you’re talking about the cost of a plane ticket, of course.


Joanne Moret


Jeffrey Leung, B.Sc, CFP

Licensed Assistant

Examining finances down to a science

After spending four years at university looking under a microscope, Jeff decided he’d rather spend his days examining finances rather than fungus. He helps Tom and Scott gather information for financial plans, and he updates/maintains existing plans every year. He’s also into electronics and gaming—both video and board games—so it’s no surprise Jeff is also LifeGuide Financial's unofficial IT department.