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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, North Shore Wealth Management 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, CIM



Lynn Curtin Lange

BMath, CPA, CMA, CIM

Branch Manager, Senior Financial Advisor, associate portfolio 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



LINDSEY HAMMOND

Paula Yule





The Personal Advantage Account

A high-interest savings and chequing account

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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.



Personal Advantage Account

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Buddy Edge

CPA, CGA, CIM, MBA


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.

Financial Planner & Insurance Specialist  |  Fuller Financial Group


Working in partnership with North Shore Wealth Management, Barbara has been engrained in the Financial Planning and Protection industry for over 20 years and is the founder of Fuller Financial Group.  Her commitment to ongoing education keeps her updated with current financial trends in the ever-changing insurance and investment world.

Barbara is a member of Advocis, the national association for insurance and investment professionals and serves on their board as a communications sub-committee member. She holds a Certified Financial Planner Designation (CFP), the Certified Health Insurance Specialist (CHS) designation, and has earned her Certified Professional Consultant on Aging Certification as well as a Certified Cash Flow Specialist (CSS) Certification.

Barbara takes pride in building life-long relationships with her clients where she is dedicated to meeting their financial planning needs and helping them to achieve their financial goals. Her passion is to protect her client's lifestyle with proper risk management or insurance planning, while preserving their estates with experienced and wise estate planning counsel. Barbara works to help her clients prosper through their relationship with a dedicated life planner, using top-of-the-line investment tools with guaranteed benefits and income options. 

In her spare time Barbara enjoys keeping an active lifestyle by playing baseball, singing, rollerblading and running.

Book Appointment Online  



The Advantage Bank Account

Start earning a high interest rate on all your money with a combined chequing and savings account from Manulife Bank.

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Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral. 

Health, Dental & Critical Illness Insurance

Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones.

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Lindsey Hammond

BA, CIM



Lindsey Hammond

BA, CIM

Financial Advisor, Manulife Securities Incorporated


Lindsey has noticed that many new clients express feeling vulnerable about their finances and lack of financial knowledge. To address this discomfort, Lindsey takes a keen interest in educating her clients on their investments and broader investment knowledge. Creating a safe place to ask questions so you can feel more empowered about your finances is at the cornerstone of Lindsey’s practice. 

To help further her mission of empowering her clients to meet their financial goals, Lindsey is actively building a reference library focused on both financial wellness and general well being because Lindsey believes that your financial wellness is only one facet of a person’s overall well being. You can find these resources on her “Mindful Musings” page or by following her on Facebook, LinkedIn or Twitter.

After completing her Bachelor of Arts (BA) degree at Dalhousie University in 2005, Lindsey began her career at one of Canada's top mutual fund providers. She spent the next 11 years working at 3 of Canada’s top investment firms on Bay Street in Toronto. You can learn more about Lindsey’s accreditations and background on her LinkedIn page.

In January 2017, Lindsey joined Lynn Curtin Lange’s team at North Shore Wealth Management as a Financial Advisor Associate, working alongside Lynn and Paula to support their wonderful clients. In January 2021, Lindsey transitioned to Financial Advisor and started Mindful Wealth Management. Lindsey continues to work alongside Lynn and her team and is a proud member of the North Shore Wealth Management branch, while building her own community of clients under the Mindful Wealth Management brand.

When Lindsey is not in the office, she is kept busy at home in Waterdown with her husband, daughter and two young sons. Lindsey and her family love hiking, camping and spending quality time with family and friends.

Visit Mindful Wealth Management ➥

        905-331-3623   |   1-888-883-2250


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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

RIS


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. In addition to her RIS designation, she is a fully licensed IIROC advisor as well as a Life Insurance Advisor.

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 - Manulife Securities Insurance Inc. 


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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Erin Spina

CFP

Erin Spina

CFP

FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED

Erin has over ten years of experience in the financial securities industry beginning as an Insurance Advisor with one of Canada's largest providers. With keen interest in wealth management, Erin joined a firm dedicated to the financial needs of Canadian physicians and their families. Following that, Erin joined one of Canada's largest banks working with high-net-worth clients.

Erin holds a Certified Financial Planner designation and joins North Shore Wealth Management, Manulife Securities Incorporated, to help all Canadian families grow their wealth and achieve their financial goals. Erin is dedicated to empowering clients to enhance their investment knowledge as well as make informed choices in an ever-changing market.

Erin's interests include theatre, yoga and meditation. With a Bachelor of Fine Arts degree from Ryerson University, Erin no longer has the spare time to perform on stage but is entertained by her two young children in their Burlington home.

          905-331-3621 |  1-888-883-2250


Call 905-331-3621