Aurora Tancock Financial Services Inc. is a financial planning firm working with individuals, families, and business owners since 2004. We help clients understand and overcome complexity when planning for their financial future.
Our office is conveniently located in the heart of St. Catharines, Ontario, where we proudly support our local community.
AURORA TANCOCK, FLMI, AIAA, ACS
Certified Financial Planner
President and Founder
Aurora incorporated her business in 2004, becoming the President and Owner of Aurora Tancock Financial Services. Along with her team, Aurora works together with clients to help them better understand and plan for their financial future.
Aurora received her Certified Financial Planner designation in 2009, and has over 30 years of experience in financial services. She began her career with Prudential Insurance as an administrative manager, a position she kept when Prudential sold its Canadian operations to London Life in 1996.
In 1999 she made a major decision to resign her administrative role and became a financial security advisor. Since then she has received many accolades for her achievements. In 2000, her first full year as an advisor, she qualified for the Million Dollar Round Table (MDRT), an organization that recognizes top performers in the financial industry around the world. She has continued to qualify every year since, and has served on various committees including being appointed Divisional Vice President for the Program General Assembly for the Annual Meeting, as well as the 2016 – 2017 Chair for Canada for the Membership and Communications Committee.
Aurora co-authored a book on financial planning called Synergize Your Wealth, and is often asked to speak to her peers on her business successes.
Away from the business, Aurora and her husband enjoy gardening, travelling, and spending time with family and friends.
MICHAEL ALLEN, BBA
Financial Security Advisor
Michael began his career with London Life, and has been working closely with Aurora Tancock Financial Services since the start of 2016. Michael officially joined the organization in June of the same year, and has enjoyed working with young families, as well as clients approaching retirement.
Michael is a local graduate, receiving his Bachelors of Business Administration with Honours from Brock University. He was introduced to finances at a young age, investing his hard earned paper route money in GICs, and later into investments.
Michael is supported by the ATFS team led by Aurora, whose teamwork and professionalism are helping him build long-term relationships with his growing client base, while providing excellent customer service.
Michael is happily married. He and his lovely wife have just welcomed their first daughter. Away from the business, he enjoys golfing, skiing, relaxing at the cottage, and always making time for family and friends.
Financial Security Advisor
Since joining Aurora Tancock Financial Services in late 2010, Carmen has helped his clients realize their dreams by creating unique financial plans that meet their individual needs. Carmen began his financial services career with London Life in 1990.
With over 25 years of experience, Carmen is dedicated to ensuring that his clients receive the highest level of support.
Carmen is a lifelong Niagara resident, and a dedicated family man who brings that dedication and passion to those he works with.
CHRISTINE WILLAN, BBA, ALMI, ACS
Office Leader and Executive Assistant
Christine became a part of Aurora’s team when the Race Street office opened in 2011. She accepted the role of Office Leader and Executive Assistant where she currently leads the administrative team, and handles all of the new business processing. Christine, along with her team provide outstanding customer service to all clients to ensure timely delivery and thorough completion of all our advisors’ work.
Christine joined London Life in 2006 straight out of school, and obtained a Bachelor of Business Administration from Brock University. Her career began as a marketing associate at Freedom 55 Financial Niagara where she worked alongside a number of financial security advisors, including Aurora.
In 2015 Christine attained her Associate, Life Management Institute (ALMI) and Associate Customer Service (ACS) designations from the Life Office Management Association (LOMA). She recently obtained her Life Licence and is working towards her Mutual Fund License.
Christine and her husband are kept busy with their two young children. Outside of work she enjoys reading, outdoor activities, and spending time with family.
Kayla joined us in December of 2015. Following a consulting role in the pharmaceutical sector, as well a position with CIBC, Kayla took an opportunity to utilize her passion for working with people in a financial setting.
Kayla is often the first point of contact for our clients, and handles all of our advisor’s Life Insurance transactions.
Outside of ATFS, Kayla enjoys adventures of all kinds with her husband and three children.
Sydney joined our organization in August of 2016. She came to us from Freedom 55 Financial where she started as a financial security advisor before transitioning into a marketing associate role.
Sydney was born and raised in Niagara Falls, and attended Niagara College for International Business. She began her financial career 3 years ago, and has an additional 11 years of experience in customer service management.
Outside of work Sydney loves food and spending time with her family.
Customer Service Associate
Jillian is the newest member of Aurora Tancock Financial Services, joining the team in December 2016. From a young age Jillian was taught the value of saving from her parents. She comes to us with over 10 years of front line customer service experience, and will often be the first point of contact for clients calling or visiting ATFS.
Outside of the office, Jillian enjoys spending time with her family, friends, and two dogs.