Senior Portfolio Manager
Senior Portfolio Manager, Senior Investment Advisor
I have been in the wealth management field since 1996, and what I have observed is that when it comes to people’s money, they want to be dealing with a qualified and experienced advisor.
I have surpassed the required credentials and hold the Financial Management Advisor (FMA) designation. I have also obtained the designation Fellow of the Canadian Securities Institute (FCSI). Representing individual integrity and unrivalled professionalism, the designation Fellow of the Canadian Securities Institute (FCSI)® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the financial services industry.
I have also completed the Canadian Securities Course, and Conduct and Practices Course. I have completed Level I and II Life Insurance which enables me to discuss any of your estate and insurance needs.
In 2011, I received my Portfolio Manager status.
Jeff Waite is an Associate Investment Advisor with Shepherd Wealth Management. He was born and raised in Peterborough and received his Bachelor of Business Administration from Trent University. He holds the Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP) designations. He is a proud husband and father, and an avid cyclist. He previously sat on the Board of Directors for the Alzheimer’s Society of Peterborough, Kawartha Lakes, Northumberland, Haliburton and the Peterborough Cycling Club.
Mandy has been working in the investment industry for over 10 years, joining BMO Nesbitt Burns in 2021. She is a licensed representative who has completed the Canadian Securities Course (CSC) and the Conduct of Practices Handbook (CPH). She handles the administrative aspects of our business including account opening, documentation, compliance and the day to day administrative needs of our clients.
Mandy would be happy to assist you with establishing online access for your accounts or scheduling an appointment for portfolio and wealth management reviews.