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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 1987, 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®

portfolio manager / Senior Wealth Advisor, Manulife Wealth Inc.
President / Life Insurance Advisor, North Shore Wealth Management

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

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 License. You can learn more about Lynn's accreditations and background on her LinkedIn page.

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. Most recently, after a comprehensive nomination and selection process, Lynn was recognized as one of Canada’s 2023 Top 50 Leading Women in Wealth by “Wealth Professional”.

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 35 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.  

Travel Insurance

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Meet Lynn's Team

Paula Yule

Financial Advisor Assistant, 
Manulife Wealth Inc.

Sean Curtin 

Financial Advisor Associate,
Manulife Wealth Inc.

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Barbara Fuller

CFP, CHS, CCS, CPCA


Barbara Fuller

CFP CHS CCS CPCA

Life Insurance Advisor, Manulife Wealth insurance services Inc.
Financial Planner & Insurance Specialist, Fuller Financial Group


Barbara has been engrained in the insurance and risk management field for over 20 years and is the Owner of Fuller Financial Group, an independent insurance consulting company.  Her commitment to ongoing education keeps her updated with current trends in the ever-changing insurance and investment world. 

Barbara is a member of Advocis, the national association for insurance and investment professionals and achieved Life Member status with The Million Dollar Round Table organization.  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. 

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.  

In her spare time Barbara enjoys keeping an active lifestyle by playing baseball, rollerblading, biking and various winter sports (if there’s enough snow). 

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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. 

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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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Andrew Lansbury

Andrew Lansbury

Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

    905-332-7861 ext. 3630


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Elisa Moteeram

RIS

Elisa Moteeram

RIS

Investment Advisor, Manulife Wealth Inc..
Life Insurance Advisor, Manulife Wealth Inc. 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”.

    905-331-3624  |  1-888-883-2250

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Joseph Petruzzella

Joseph Petruzzella

Financial Advisor, Manulife Wealth Inc. INCORPORATED
Life Insurance Advisor, Manulife Wealth Insurance Services 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. 

   905-331-3625  |  1-877-830-3625


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