Eric Dionne

Eric has been advising families since 2009 ensuring they achieve their goals through establishing a long-term financial plan. As the team’s leader, he has worked diligently on instituting repeatable processes within the practice and building a diverse team to ensure our clients and their families receive consistent advice and service through their life events.

Eric spent the early part of his career working as an engineer in the automotive sector eventually switching gears to pursue his interest in investing and working with families. Eric went on to earn an MBA in Investment Management and the globally recognized Chartered Financial Analyst (CFA) designation.

Originally from Kapuskasing, Eric has a strong attachment to his family and his community. He is a member of Rotary Club of Barrie-Kempenfelt, has served as a board member from 2021-2023, and continues to Co-Chair the Colt for the Day event to give local children the chance to play hockey with the Barrie Colts OHL team.

Eric has called Simcoe County home for close to 20 years. He and his spouse, Liz, live in Springwater with their two rambunctious boys and equally energetic dog. He is a cycling enthusiast, snowmobiler, and struggling golfer.