Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Investment Advisor

Speech bubble picto

English

David is an experienced investment professional with over thirty years as an Investment Advisor. David graduated from The University of Toronto with a degree in both economics and urban studies. After spending several years with one of Canada’s largest trust companies specializing in estate and investment planning, David joined a major investment firm and has been in the investment business ever since. David’s practice has grown due to his conservative approach to investing and the referrals he has gained from existing clients. His greatest satisfaction comes from his client’s financial success and the long-term relationship he develops with each one.

David is proud of his deep roots in the community as a third generation Hamiltonian. He believes strongly in giving back and is the recipient of the 2018 Social Commitment Award for the Southwestern Ontario region of National Bank Financial. This award recognizes Investment Advisors who have been effective in espousing the values of social responsibility within their respective communities.

David has been involved with the Hamilton Health Sciences Foundation and Hamilton Civics Hospital Foundation for over 32 years serving the past thirteen years as Chair of Finance, and Treasurer and Chair of the Hamilton General Hospital Foundation. Two years ago, David received the Ontario Volunteer Service Award recognizing his 30 years of volunteerism with the HHSF. David has been deeply involved with Hillfield-Strathallan College as a Member of the Alumni Committee, Board of Governors, and Chair of the Board of Trustees. David was recently named a Builder of the College for his many years of dedication and service.  He has also remained an active member of the Rotary Club of Hamilton for over 30 years including serving as its president. 

David is married to Gwynneth and they have a son, Ben, who lives in Whitehorse, Yukon with his wife, Andrea, and their son, Rowan.

Gwynneth Simpson, B.A., PFP

Investment Associate

Speech bubble picto

English

Gwynneth is a graduate of Western University and has been in the investment industry for over 17 years. She began her career in the telecommunications industry where she held various management positions. During these years, she developed strong client relationship skills and a dedication to excellent customer service.

Gwynneth holds the position of Investment Associate and her duties include most of our client's day-to-day needs such as sending money to your bank account, RIF payments, tax slip inquiries, and RESP questions.

Gwynneth is an elder with her church and volunteers weekly during the winter months with the Hamilton Out of the Cold program. She is married to David and they have one son, Ben, wholives in Whitehorse, Yukon with his wife, Andrea, and their son, Rowan.

Our Partners

Marcia Roberts, CPA, CA, CDFA, CFP

Manager, Wealth Management Offering

Speech bubble picto

English

Marcia is committed to helping clients understand their financial picture.  Whether it is timing your retirement or quantifying how a life event, such as a career change or a divorce, can affect your future cash flow, she works to craft a plan that helps you work through those decisions.  With a process that identifies your individual priorities and providing what-if scenarios, she helps you to visualize your financial picture in a way that is meaningful to you.

 

With five daughters, Marcia balanced her commitment to raising her family with the personal enrichment she obtained through a part-time career, which included working as a Tax Manager for a national accounting firm, specifically on the Personal Financial counselling team.  Marcia is a Chartered Professional Accountant as well as a Certified Divorce Financial Analyst, and she maintains strong technical knowledge in these areas.

Marcus Whittington

Insurance Specialist

Speech bubble picto

English

Marcus Whittington has over 25 years of Insurance and Benefit experience. Specializing in Advanced Estate Planning, Business Succession and Personal Lines of Insurance coverage has permitted him to assist a wide variety of clients. He works primarily with executives, professionals and business owners, providing succession, conservation, and other protection strategies.

Marcus started his career with Canada Life as an account executive and has spent time with Met Life and Industrial Alliance. He joined National Bank seven years ago and has worked with Investment Advisors, Financial Planners and retail advisors.

Over the years, his methodical and detailed approach in uncovering exactly what the client wishes to happen to their estate, has led to many successful action plans and satisfied clients.

Sara Philipose

Mortgage Development Manager

Speech bubble picto

English

Sara is a Mortgage Development Manager with over 14 years of retail banking experience at National Bank. She specializes in helping clients meet their lending goals including lines of credit, mortgages, rental property financing and home equity lines of credit. Sara is also experienced in planning lending strategies to assist high net worth clients, professionals and self-employed individuals.

Sara recognizes the importance of maintaining regular communication with both clients and their financial advisors as part of the excellent service she strives to provide.

Contact us

Get contact information for our team members and find out where our offices are.