Shawn Willemse, CFA

Associate Advisor

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Shawn joined our team in June 2017 and brings over 20 years of experience in financial services. He spent eleven years working as a Research Associate and Analyst. He supported the CEO of a leading Canadian investment firm in the portfolio management of Canadian and International equities. In these roles he performed macroeconomic research in addition to specific company, industry, and country research. Shawn also worked at a leading Canadian bank dealing directly with clients and gained valuable estate and trust experience.

Shawn holds a Bachelor of Arts degree in Economics from the University of Western Ontario and has attained the CFA Institute's Chartered Financial Analyst (CFA) designation and the Canadian Securities Institute's Chartered Investment Manager (CIM) designation.

Jaana Sauso

Administrative Assistant

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After returning from Australia where she lived for several years, Jaana joined David again in late 2015 after having worked with him since 1993. With 25 years of industry experience Jaana has an extensive background in client service, portfolio accounting and reporting systems. She is responsible for all aspects of client account administration including tax reporting. For many of our clients and their professionals, Jaana is often the first person called with an enquiry. 

Nathan Fickel, CFA

Associate Advisor

416-960-6816

Nathan joined our team in June 2016 after graduating with an Honours Bachelor of Commerce degree from McMaster University’s DeGroote School of Business. Nathan has completed the Canadian Securities Course, Conduct and Practices Handbook Course, and is currently enrolled in Level 3 of the Chartered Financial Analyst Program. Nathan assists in all aspects of our business.