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Locations: North York | Beaches Group

North York, ON

Mark Parlee

A middle-aged man in a navy suit and striped shirt smiles at the camera. He has short, neatly styled hair and a purple pocket square.

Prior to joining Bellwether, Mark was at an investment planning firm between 2006-2018, Edward Jones between 2001-2006, and London Life between 2000-2001. Mark’s priority and greatest motivator is to provide the best service and advice he can, and to be there when people need him most. He has made multiple media appearances, appearing on BNN, […]

Richard Heinrich 

Richard Heinrich, a man with short gray hair and a goatee, wears a gray suit, white shirt, and red patterned tie, smiling at the camera against a plain background.

Richard has been in the financial services industry since 1992, and as a Financial Planner at an investment planning firm since 2005. His experience working with investment firms has helped him develop his expertise in analytical research and disciplined investing. He and The Beaches Group joined the Bellwether team in 2018 so they could take […]

Chris Jardine

Chris Jardine, a bald man with a beard, wears a blue suit, light pink shirt, and blue patterned tie, smiling at the camera against a white background.

Chris was initially born and raised in a small town in the southwest of Scotland. Before moving to Canada, he worked in a family-run funeral business for several years. “I have always had a strong need to help others. During my experience in the funeral business, I came across too many people with life regrets […]

Richard Heinrich Jr 

Richard Heinrich Jr, in a gray suit jacket, white dress shirt, and blue striped tie, smiles at the camera against a plain background.

Richard joined The Beaches Group in 2021, but has been exposed to the financial services industry since his formative years. As a Family Wealth Advisor, Richard’s has committed his career to making a tangible difference in his clients’ lives and believes that every day is an opportunity to do so. To him, it’s more than […]

Brigitte Youngberg

Brigitte Youngberg, a middle-aged woman with short blonde hair, wears a dark blazer over a white collared shirt and smiles at the camera against a neutral background.

Prior to joining Bellwether, Brigitte gained experience in the Legal and Human Resources industries—to name a few—and has spent time as an Executive Assistant. She also graduated from Humber College with a Legal Certificate.  Brigitte’s love for people and a desire to give professional top-level service and support is what makes her feel most motivated at […]

Gerry Barton

Gerry Barton, a woman with long blonde hair, wearing a teal jacket and white top, smiles slightly while facing the camera against a neutral background, embodying Gerry Bartons signature style.

Gerry has been in the financial services industry since 1983. Gerry joined the Beaches Group in 2015, three years before they joined Bellwether in 2018. In the past, Gerry as worked at a large IIROC investment firm as a Licensed Sales Assistant; a Branch Administrator, Assistant to Vice President of a boutique investment firm; and, […]

Terri Battaglia

Terri Battaglia, smiling woman with shoulder-length blonde hair, wearing hoop earrings and a dark patterned top, faces the camera against a white background. Terri Battaglia exudes confidence and warmth in this portrait.

Terri is a Senior Financial Planner on the Beaches team. She and The Beaches Group joined the Bellwether team in 2018 so they could take their clients’ growth and experience to the next level.