Meet The Team:
The founding member, Fred started Vision Financial Services in 1990 as a tax preparation service. By 1993, he had expanded to include small business bookkeeping, financial and estate planning, and personal life & disability insurance products. In 1999, he earned his Certified Financial Planning™ (CFP) designation and was establishing a successful financial service business in downtown Fergus. For more than 28 years Fred’s clients have trusted his tax and investment advice and have come to appreciate his unique ability to clearly explain the complex concepts of money management. As an avid collector of nutcrackers from around the world, Fred loves to put them on display around the office throughout the Christmas season.
Sheldon Morris joined the Vision Financial Services team in 2006. Building on his expertise in Income Tax Preparation and advising on Investment Funds, he successfully completed his designation as a Certified Financial Planner™ in January of 2009. Committed to Vision Financial Services’ high standard of customer services, Sheldon looks forward to assisting a new generation of Canadians reach their unique financial goals. Sheldon can help you save for that first home, take a dream vacation, prepare your children’s post-secondary education, or to start planning your retirement now.
Brandi is one of the first faces you will see here at Vision and is a genuinely sweet and caring person
Lauren is knowledgeable and considerate, working to achieve the best possible outcomes for her clients.