Senior Wealth Advisor
ThinkWise Wealth Management | iA Private Wealth ® *
Insurance Advisor*
ThinkWise Wealth Management Inc. **^
Candace has lived in Kitchener-Waterloo for most of her life and is a graduate of Wilfrid Laurier University with a BA in Business Economics. After more than 15 years of success in senior sales positions for industry leading companies, including SC Johnson Canada and Weston Foods, Candace made a huge career change and decided to buy her father’s financial practice. It has turned out to be one of the best decisions she has ever made on a number of levels, it was also a catalyst for discovering her passion for empowering others through personalized guidance and sound financial strategies. Candace has successfully developed valued and trusted relationships by helping her clients navigate through various life events and achieve financial security today and into the future.
In addition to her many business achievements, Candace has proudly served as a Chairperson or Director for several community organizations and events, including K-W Oktoberfest, the 2003 Scott Tournament of Hearts, Kitchener Rangers Jr. A Hockey Club, Junior Achievement and the 2008 MasterCard Memorial Cup.
When not in the office, if she is not busy travelling she can be found volunteering or spending time with her dog Bentley or her nieces Abby and Izzy.
*iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
iA Private Wealth Inc. is member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (CIRO)
**ThinkWise Wealth Management Inc. is a personal trade name and corporation of Candace Loughran
^Insurance products and services are offered through (Life licensed Corporation/Trade Name), an independent and separate
company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Wealth Advisor
ThinkWise Wealth Management | iA Private Wealth ® *
Pat is from the Kitchener-Waterloo area, where he has resided for almost 20 years and is a graduate of the University of Western Ontario with a BA in Physical Education and English. Pat joins the team after a 23 year career within the Consumer Packaged Goods industry, having worked for companies like Pepsi Co. and achieving a number of senior sales positions for companies like SC Johnson and Dare Foods Ltd, in both Canada and the US. Previous to that, he was employed by Trimark Investments, working with investment advisors and dealers within the Investor Dealer Services and RRSP Lending Group.
Pat brings an extensive analytical background, and common sense approach to business that has allowed him to transition well to financial services. He is CSC certified and thrives on offering the best possible investment options and positions so that his Thinkwise clients can achieve their financial goals.
When not working, Pat spends the majority of his time with his family, watching his daughters at dance recitals, walking his dog, Muggsy, volunteering with the St. Vincent DePaul Society and reading. He enjoys playing sports and has recently returned to his first sport- soccer! He is an avid watcher of all sports, but is particularly fond of soccer and basketball (go Raps!)
*iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
iA Private Wealth Inc. is member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (CIRO)
**ThinkWise Wealth Management Inc. is a personal trade name and corporation of Candace Loughran

Licensed Assistant
ThinkWise Wealth Management | iA Private Wealth ® *
Taylor joined our team in November 2025, bringing with him extensive expertise in financial services gained through her employment with various roles at a banking institution and other advisory teams.
Further bio details coming shortly
*iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
iA Private Wealth Inc. is member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (CIRO)
**ThinkWise Wealth Management Inc. is a personal trade name and corporation of Candace Loughran
Administrative Associate
Deb joined the team in October 2013 and brings with her an administrative, detail-oriented, client centric skill set. Deb is responsible for directing incoming calls and inquiries, scheduling and confirming appointments, preparing client meeting documentation, client mailings, and communications, to name just a few of her administrative duties.
When Deb is not working, she loves spending time with her family and friends, marching winter colourguard, and volunteering with Kitchener Minor Hockey and KW Oktoberfest.

Office Administrator
Joanne is the first one to greet you warmly as you enter our office.

Toll Free: 1-844-799-4595 | Local: 226-647-4595
Email: [email protected]
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