Our Team

Judith Mewhort, BBA, CFP, CLU
Managing Partner

A founding partner and the current managing partner of Montridge, Judith is our specialist in creating financial road maps for business owners. Business owners invest not only time and money, but also emotions and dreams into their enterprises. Consequently, they require a financial plan which integrates both their personal and business goals. Judith specializes in developing plans that incorporate client objectives in the areas of investments, income needs, taxes, retirement, risk management and business succession.

John Medrzycki, B.Comm, B.Sc., CFP, CLU, CH.F.C, RHU, REBC
Partner

One of the founding partners at Montridge, John consults to mid-to-large size clients about their employee benefits programs. As many of our clients have acknowledged a need for unique executive benefits and specialized corporate disability programs, John has also strongly positioned himself in this highly technical field.

Dave Kraemer, BA, CLU, ChFC, RHU
Partner

Dave specializes in developing personalized financial plans and estate plans for business owners and professionals. Dave has had a wide-ranging career in the financial services industry including sales management and training, mutual fund dealership ownership and financial advising. Dave graduated from the University of British Columbia with a degree in Economics.

Kandy Cantwell, B.S.B.A
Partner

Kandy joined Montridge in 2002 as an Associate within our employee benefits group and became a Montridge partner in 2007. With over a decade in the industry, Kandy has management experience with some of the largest insurers and consulting firms in Canada. Kandy's strong background in employee benefits brings a commitment and values-based approach to clients of all sizes and industries.

Andrea Lee, B.Comm, CFA
Portfolio Manager

Andrea graduated from the University of British Columbia with a Bachelor of Commerce (Finance). Before coming to Montridge Investment Counsel, she worked in various positions at several prominent Vancouver investment firms. As a Portfolio Manager, Andrea is responsible for creating investment portfolios that are tailored to meet clients' financial objectives, risk tolerance and special circumstances. She works closely with the financial planners of Montridge Financial Group to ensure that portfolios are designed in tandem with a client's personalized financial plan. Andrea holds the Chartered Financial Analyst designation and is a member of the CFA Vancouver Society.

Craig Miller, B.Comm
Associate

Craig has been in the financial services industry since 2000 and has been a part of the Montridge team since 2003. Working directly with Judith Mewhort and Kandy Cantwell, he helps provide individual clients with solutions and strategies to build their wealth and secure their future. Craig also specializes in Group Retirement and Benefits Programs where he helps plan sponsors determine the appropriate plan design for their employees. Through plan design, implementation, communication and ongoing education, Craig helps guide clients to achieve their goals.

Kathy Forsythe, ACS
Employee Benefits Service Representative

Working closely with John and Kandy, Kathy has 20 plus years of experience in customer service, specifically in the employee benefit area on both the insurer and brokerage level. This expertise allows Kathy to provide our clients with knowledgeable assistance on administrative and claims-related issues. Kathy's liaison relationship between clients and insurers helps to streamline the administration process for our clients.

Julie Cerantola, B.Mus
Client Service Representive

Recently graduating from the University of Lethbridge Julie joined Montridge in the fall of 2006. Providing administrative assistance to all areas of the company she mainly focuses on group benefits and individual insurance assisting Kandy Cantwell and Dave Kraemer.

Shandi Odermatt
Client Service

Shandi is a new addition to our team filling the reception/administrative position. She graduated in 2007 with a Diploma in Business Administration from CDI College and combines these skills with her previous 6 years of customer service to provide friendly, confident client service. Shandi assists in the financial planning aspect of the business with various behind the scene tasks. She also assists with general office administration.

Cathy Armstrong, BSc, MSc, CFP
Operations Assistant

Cathy joined Montridge in November of 2007 after spending some time away from the Financial Services Industry to be with her family. Her previous experience includes working as the Assistant Branch Manager for a mutual fund company here in Vancouver. Currently she works closely with Andrea Lee to provide administrative support for Montridge Investment Counsel. Cathy holds the Certified Financial Planners Designation, and has strong commitment to providing excellent client service.