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Meet our advisors.


The heart of North Shore Wealth Management is its independent, personable, tenured and well-educated advisors that you can trust to help you make informed and confident decisions for your future.


Since 2005, NSWM has flourished into a rapidly growing business driven by referrals from our clients and partners. What makes us unique is how we partner with you to make educated decisions tailored to your individual needs. We offer a wide range of investment products including stocks, bonds, options, ETF’s, mutual funds and insurance solutions. Your plan will be customized to you based on your life stage and financial objectives.

 

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Lynn Curtin Lange

BMath, CPA, CMA



Lynn Curtin Lange

BMath, CPA, CMA

Senior Financial Advisor, Branch Manager,
Manulife Securities Incorporated
Life Insurance Advisor, North Shore Wealth Management


Lynn has been a Financial Advisor since 1987 and a professional accountant since 1988. She earned her Bachelor Degree in Math (Honours) from the University of Waterloo in 1986 and became a Certified Management Accountant (CMA) in 1988. She holds credentials from the Canadian Securities Institute as well as her Insurance Licence.

Lynn is active in the Burlington community through her volunteer efforts. She has been involved in raising funds for various local charities and served on various boards in a governance capacity. She has contributed to the Burlington community, which she has called home for over 40 years. Lynn was the recipient of the “2001 Mayor’s Business Community Service Award.” In September 2002, Lynn was awarded the University of Waterloo Alumni Achievement Medal for her professional contributions in the financial services industry and her active participation in community and public service commitments.

In November 2005, she opened her own business in Burlington, North Shore Wealth Management. This has allowed her to provide truly independent advice without the pressure of being an employee of a large corporation. As a professional accountant & independent business owner with over 25 years of wealth management experience, Lynn & her team provide first class personal service and have become one of the most sought after wealth advisory teams in Burlington.

           905-331-3620   |   1-888-883-2250


Meet Lynn's Team

MAURICE GAUBERT

LINDSEY HAMMOND

Paula Yule

John C. Callaghan



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Helena Donaldson

CFP, CLU, ChFC



Helena Donaldson 

CFP, CLU, ChFC

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Manulife Securities Insurance Inc.



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Buddy Edge


Buddy Edge

Investment Advisor, Manulife Securities Incorporated.
Life Insurance Advisor, Manulife Securities Insurance Inc. 



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Barbara Fuller

CFP, CHS, CCS, CPCA


Barbara Fuller

CFP CHS CCS CPCA


Life Insurance Advisor, Manulife Securities Insurance Inc.


     D: 289-636-4449

 VISIT MY WEBSITE    


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Maurice Gaubert



Maurice Gaubert

Financial Advisor Associate, Manulife Securities Incorporated


Maurice has over three decades of experience working in the Financial Services Industry. He graduated from Queens University with Honours in BA in 1975 and shortly after graduation began work for the Bank of Montreal. Starting as an Assistant Manager he was promoted to Branch Manager and held several Branch Manager positions in the Hamilton and Burlington communities before becoming the assistant to the Community Manager in 1994. In addition to managing staff of up to 30 individuals, he also acted as a personal lender and mortgage officer in several branches; gaining valuable expertise in personal balance sheet analysis. Maurice joined North Shore Wealth Management in 1996. Maurice successfully completed the Personal Financial Planning Course and then acquired the Canadian Investment Management (CIM) designation. 

   905-331-3621  |  1-888-883-2250


Meet Maurice's Team

Lynn Curtin Lange

LINDSEY HAMMOND

Paula Yule

John C. Callagha

Lindsey Hammond Photo
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Lindsey Hammond

BA, CIM



Lindsey Hammond

BA, CIM

Financial Advisor Associate, Manulife Securities Incorporated


After completing her Bachelor of Arts (BA) degree in Political Science and International Development Studies (IDS) from Dalhousie University in 2005, Lindsey began her career at one of Canada's top mutual fund providers. Since then Lindsey has expanded her investment knowledge while working at several top tier investment firms on Bay Street in Toronto.

In January 2017, Lindsey joined Lynn Curtin Lange’s team at North Shore Wealth Management. Lindsey takes a keen interest in educating clients on their investments and broader investment knowledge. She is also actively building out the Investor Education reference material on the North Shore Wealth Management Website in hopes of creating a reference library that our clients can use to continually enhance their understanding of their investments and general finances.

Lindsey earned her Chartered Investment Manager Designation (CIM) (https://www.csi.ca/student/en_ca/designations/cim.xhtml) in 2014 and strives to enhance her industry knowledge with every passing year.

When Lindsey is not in the office, she is kept busy at home with her family of 5 in Waterdown.

        905-331-3620   |   1-888-883-2250



Meet Lindsey's Team

Lynn Curtin Lange

Maurice
Gaubert

Paula Yule

John C. Callagha

Andrew Lansbury Photo
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Andrew Lansbury


Andrew Lansbury

Branch Manager, Financial Advisor, Manulife Securities Incorporated.

Life Insurance Advisor, Manulife Securities Insurance Inc.

    905-332-7861 ext. 3630

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Elisa Moteeram


Elisa Moteeram

Investment Advisor, Manulife Securities Incorporated.

Life Insurance Advisor, Manulife Securities Insurance Incorporated


Elisa’s tenure in the Financial Services industry spans 20 + years. She holds credentials from the Canadian Securities Institute as well as her Insurance Licence.

Elisa brings to the North Shore Wealth Management team extensive knowledge from an administration stand point as well as that of an investment advisor.

Having exposure to both sides of the industry as an associate for top producing advisors, in addition to the role of an Advisor, Elisa fully comprehends and understands the importance of exceeding client expectations, and the results that are achieved by delivering superior service.

Elisa is very proud of the fact that many of her clients refer to her as a ‘personal friend’ and not just their advisor.

Her approach of delivering highly personalized service, correctly addressing and anticipating client’s needs, ascertaining investment objectives and goals while providing knowledgeable advice has allowed Elisa to ensure that her clients’ path to goal attainment is a rewarding experience.

“Keep your focus and eyes on the destination but ensure you enjoy the journey along the way”.

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Joseph Petruzzella


Joseph Petruzzella

Financial Advisor, Manulife Securities Incorporated

Life Insurance Advisor, North Shore Wealth Management


Joe understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone's needs and financial goals for the future are unique. As a Financial Advisor for North Shore Wealth Management located in Burlington, Ontario, Joe puts his clients - and their needs - first. With more than 25 years of experience in the financial services industry, Joe advises clients on a broad range of planning strategies. 

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Iain Quarrington

B.A.Sc., MBA


Iain Quarrington 

B.A.Sc., MBA

Financial Advisor, Manulife Securities Incorporated

Life Insurance Advisor, Manulife Securities Insurance Inc.


Let’s face it, these days, there is so much information available on the internet that anyone with the time and the inclination can manage their own investments. I provide my clients with piece of mind so that they can lose sleep over something other than their investments.

I believe that a 10 year bond paying under 2% is in nobody’s best interest.

I believe that the traditional portfolios that worked for the last 30 years may not work as well for the next 30 years.

I believe in the "fee for service" model because of its aligned interests and increased transparency.

I am currently accepting referrals and select new clients with at least $100,000 to invest.

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Call 1-905-332-7861