Mutual Funds are offered through Investia Financial Services Inc.
Meet the Team:
Fred Morris
Certified
Financial
Planner
The founding member, Fred has expanded Vision into 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
Certified
Financial
Planner
Sheldon joined Vision Financial Services in 2006. With expertise in Income Tax Preparation, Investments, and Financial Planning, he 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 Ekema
Administrative
Assistant
Brandi has been the Administrative Assistant at Vision since 2020. Her people skills and light-hearted attitude bring a welcoming atmosphere to the office, and her organization skills effectively run all behind-the-scenes operations. Brandi has been living in Fergus for 7 years with her two daughters and enjoys watching movies and going on hikes in her spare time.
Lauren Garrison
Tax
Lauren has been working as a tax specialist at Vision since 2016. She is knowledgeable and considerate, working to achieve the best possible outcomes for her clients. Lauren grew up in the Fergus/Elora area, and with her husband, Andrew, she is grateful to be raising her four children in such a wonderful community. She enjoys camping, a good book, and spending time with family.
Janice Choudhury
Small
Business
Bookkeeper
Janice has been with Vision since 2019 as a bookkeeper and works with small businesses and individuals so that they can continue to excel at their endeavours. When she is not at work you will find her spending time with her husband of 32 years and extended family. Time with her grandchildren keeps her full of joy and life, and her passion for reading and learning leads to losing herself in bookstores. Her husband finds himself conducting deep extractions of her from time to time in Indigo.
Berenice Cruz Pardo
Small
Business
Bookkeeper
A dedicated financial professional with experience in taxes, accounting, and financial services. She has a passion for helping clients with their financial services needs. Berenice is a proud mother of two young adults, and her husband of 26 years. Berenice and family enjoy spending quality time together, whether it’s walking with their dog, camping or relaxing at the beach. Family is at the heart of everything she does, and she believes in the importance of a balanced life.