Ashley Neelin
Life Insurance Agent, Summit Financial Planners Inc. Investment Funds Advisor, Investia Financial Services inc.
Ashley Neelin joined Summit Financial in 2019 and partners with Greg Mussenden as a licensed Investment Funds Advisor and Life Insurance Advisor.
Ashley entered the financial industry with a clear purpose: to help people. After several years in the corporate world, she realized her energy and expertise could make a greater difference. This realization led her to financial advising, where she combines her knowledge and skills with a genuine commitment to supporting others.
For Ashley, assisting clients with their financial goals is more than a profession—it’s an opportunity to guide clients toward long-term security and confidence. She believes thoughtful, well-informed advice can have a lasting impact on clients and their families, and she approaches every relationship with trust, care, and personalized attention. Mentorship has played a key role in shaping her career, and she carries that same value into her work, providing guidance that keeps her clients informed and empowered.
A graduate of Trent University, Ashley earned her Bachelor of Business degree with academic honours in 2008. Her strong foundation in business, economics, and finance allows her to bring a well-rounded perspective to every client conversation.
Outside of work, Ashley enjoys spending time with her family. You might find them hiking local trails with their dog or enjoying a day on the golf course. She greatly values their support and the balance they bring to her professional and personal life.
Greg Mussenden
Life Insurance Agent, Summit Financial Planners Inc. Investment Funds Advisor, Investia Financial Services inc.
Greg began his career in the financial planning industry in 1986 and two years later Greg and his partners founded Summit Financial Planners Inc. He became licensed to handle life & disability insurance in 1987. Greg became a Registered Financial Planner (R.F.P.) in 1995, received his Certified Financial Planner (CFP) designation in 1996 and his Chartered Financial Planner designation in 1997 and his Elder Planning Counsellor designation in 2013.
Choosing an advisor is an important life decision that you shouldn’t rush into. That’s why Greg takes the time to know you, clarifying your objectives and developing a financial plan tailored to your specific needs. Most importantly his job is to keep you focused on the long-term and avoid the pitfalls inherent with short-term distractions and market noise.
Greg works best with families, professionals and small business owners who are either in retirement or working towards retirement. His other areas of financial planning expertise include wealth management, insurance and estate planning. He works with clients to simplify and enhance their lives and help them reach their financial and life goals so they can enjoy what’s most important in their lives.
He is a member of the Financial Planners Standards Council(FPSC), Advocis (the Financial Advisors Association of Canada), and the Institute of Advanced Financial Planners (IAFP) and Canadian Initiative for Elder Planning Studies.
Greg has volunteered as a Director on the Vernon Jubilee Hospital Foundation Board since 1997 and other community organizations. He is married to his wife, Dorothy and enjoys golf, running and wine tasting.
Sydney Larsen
Financial Assistant
Sydney Larsen joined the Summit Financial team in August 2025 as a Financial Assistant, supporting Ashley Neelin and Greg Mussenden. With her industry experience, she hit the ground running, helping to keep our administrative operations running smoothly. Known for her positive attitude, Sydney is a friendly voice on the phone and a welcoming presence in the office. She’s passionate about the industry and is on track to becoming a licensed assistant soon. We’re excited to have Sydney on board as she’s already proving to be a strong addition to our team.