Melanie R. Segal, CIM
Senior Portfolio Manager & Senior Investment Advisor
Melanie Segal is a dedicated and loyal investment advisor. She began her career in the investment industry in 1994, joining what was then Burns Fry – she has the distinction of having been at BMO Nesbitt Burns for her whole career. It is with this same dedication and philosophy that she treats her clientele.
Melanie's clients consist of high net worth families, professionals and charities. With a fine balance of closely listening to her clients and actively providing valuable advice, she specializes in building portfolios that cater to her client’s individual goals and needs. As a Portfolio Manager with discretionary capabilities, Melanie is able to make investment decisions on her client’s behalf, allowing her clients to focus on their families, work, and life. With this in mind, her focus is on the preservation of capital and doing what is right for the client.
Prior to joining the investment industry, she worked in commercial real estate in her native city of Montreal, as well as in the Maritimes and Eastern Ontario. Melanie holds a BA from the University of Western Ontario and the Chartered Investment Manager (CIM) designation. She is actively involved with the Women Presidents’ Organization (WPO), through which she has studied at Harvard University with the Leading High Growth Businesses programs versions 1.0 and 2.0. Melanie is a member of the Board of Directors of First Narayever Congregation, and has engaged with other organizations performing charitable work in Ethiopia, the former Soviet Union, Israel, Lithuania and Poland.
Melanie lives in Toronto with her husband Dan and their two daughters. With a clear perspective on what is important in life, after losing her father in 2016 Melanie and her family visited Australia to meet a gentleman who survived the Holocaust with Melanie’s father.
Robert Folliott, CIM
Associate Investment Advisor & Associate Portfolio Manager
Robert joined the Segal Wealth Management team in 2011. With extensive experience and knowledge in investment management, Robert brings research and portfolio ideas to the team, and commits his unique skills and experiences to provide the best possible advice and service to clients.
Robert has experience as a proprietary trader, utilizing his acute attention to constant changes in the stock markets and the economy. Robert holds his Chartered Investment Manager (CIM) designation, a business degree from York University, and an international business diploma from the MIB School of Management in northern Italy.
Robert lives in Toronto with his wife Neena and their beautiful twins, Nathan and Layla. His pastimes include squash and cooking.
Eddie Cai, CFA
Associate Investment Advisor
Eddie joined the Segal Wealth Management Team in 2021. Prior to joining the team, Eddie was a Credit Risk Analyst at CIBC Capital Markets for two years, an Investment Associate at RBC Dominion Securities for a year and worked in BMO Investment Funds Group team for five years. He is dedicated to helping his clients navigate through today’s complex financial environment and achieve financial success.
Eddie graduated from Brock University with a Bachelor of Accounting degree with First Class Standing. He is a Chartered Financial Analyst (CFA) Charterholder and member of CFA Society Toronto.
Outside the office he enjoys skiing, dancing, traveling and spending time with friends. He also volunteers his time with The 519 Church Street Community Centre during tax season.
Dan joined the Segal Wealth Management team in 2017 with a focus on business development. He has over 20 years as a professional in community leadership and management, having worked in Jewish communities in Buffalo, Cleveland, Pittsburgh, Seattle and Toronto. Dan’s experience in fundraising, client relations and organizational management bring a fresh perspective to the investment team and work group.
Dan comes to the team from his role as the Toronto Executive Director of the Jerusalem Foundation of Canada, prior to which he was the Director of Regional Development of Jewish Federations Canada-United Israel Appeal. He holds a B.A. from The Ohio State University and a Master of Public Policy & Management from the University of Pittsburgh. Dan volunteers as an officer on the Board of Directors at the Paul Penna Downtown Jewish Day School.
Dan lives in Toronto with his wife Melanie and enjoys an active family life with their two daughters.
Kristen Walton, B.Comm. (Hons)
Kristen joined the Segal Wealth Management team in 2016 and has been with Nesbitt Burns for 9 years. Kristen has extensive experience in the brokerage industry and provides clients with the highest level of full-service account management.
Kristen graduated from McMaster University’s DeGroote School of Business with a B.Comm (Hons), focusing her studies on finance and economics. An entrepreneurial spirit with a keen interest in economic and consumer trends, Kristen ran her own footwear import and distribution business for 5 years, successfully rolling out a new brand to the Canadian market place. The draw of the investment business brought her back to where she started her career and she is now a key member to the smooth running of Segal Wealth Management.
Client Service Assistant
Rey joined the Segal Wealth Management team in 2017. With a keen sense of attention to detail, he is able to anticipate client needs from a broad perspective. He will provide client documentation service and research support in investments.
Rey has previously worked with other financial institutions within their operations departments. He has 4 years of experience in Nesbitt Burns; 3 years as a process analyst and 1 year as a service representative. His extensive knowledge and experience from back office is a great asset to the team.
Rey currently lives in Mississauga and enjoys various sports activities on his downtime, such as basketball, tennis and snowboarding. However, his main pastime is exploring and eating at new places with family and friends.
Saul Weiss, CFA, CAIA, CFP®
Senior Investment Associate
Saul joined the Segal Wealth Management Team in 2023. He brings with him 9 years of wealth management experience as an Associate Wealth Advisor at RBC Dominion Securities. Saul is focused on providing our clients with holistic wealth management to make sure all aspects of their wealth are working cohesively. He enjoys working with clients to identify complicated wealth challenges and coordinating solutions to resolve these challenges.
Saul is a Chartered Financial Analyst Charterholder (CFA), Chartered Alternative Investment Analyst Charterholder (CAIA) and holds his Certified Financial Planner certification (CFP) and continues to take industry designations to further his knowledge to serve our clients.
In Saul’s free time he enjoys swimming, cycling, running and is currently pursuing his private pilots license which he expects to finish shortly.