Our Team

Travis O’Donnell, BA

Financial Advisor | Investia Financial Services Inc.
Life Insurance Advisor

Travis joined the firm in 2002 after completing a Bachelor of Arts in Economics. He works closely with individuals and families to grow their savings, plan for retirement, and protect what matters most throughout life and at estate time.

Travis helped build Generations Wealth with a strong focus on long-term relationships and Personalized advice.

“For me, effective advice begins with listening, taking the time to understand each client’s goals and helping them feel prepared and confident for anything life may bring.”

Regena Player

Director of Client Services
Licensed Assistant | Investia Financial Services Inc.

Regena has over 20 years of administrative experience. As Director of Client Services, Regena is dedicated to building strong, lasting relationships with clients. Regena’s expertise in accurate and timely processing of clients needs ensures that clients receive the highest level of support and achieve their desired outcomes. She obtained her Mutual Fund Licence is 2016.

Sue Joyce

Client Services Manager – Moncton
Licensed Assistant | Investia Financial Services Inc.

With over 40 years of administrative experience in the financial industry, Sue provides dependable and efficient support to ensure smooth day-to-day operations.

She has completed numerous industry-related courses, strengthening her ability to manage complex tasks, maintain compliance, and deliver exceptional service to clients.

Sue’s focus is on organization, accuracy, and professionalism in every aspect of her work. She obtained her Mutual Fund Licence in 1994.

James Cleghorn

Research Assistant

James recently graduated from the University of New Brunswick with a Bachelor of Business Administration.

Driven and client-focused, he is committed to providing high-quality service while building strong, lasting relationships with clients. James is currently continuing his professional development by working toward his life insurance licensing requirements, with plans to pursue securities licensing in the future.

He is excited to grow within the financial services industry and continue learning from the experienced team at Generations Wealth.