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Handpicked for their expertise and sharing in the values of honesty, integrity, and respect, each member of our team truly enjoys being able to help our clients and provide them with the support they need as we plot the path towards their goals. We are happy to go above and beyond to make sure that you feel safe and secure in your financial plan, and that you leave us each time feeling more informed and confident as we navigate the road of your wealth journey.
Senior Portfolio Manager & Wealth Advisor
“I want to provide our clients with the comfort of knowing that someone is looking after their hard-earned wealth. Our number one priority is to make sure that their goals are taken care of, and that they leave each conversation with us with peace of mind.”
Growing up in the city of Saint John, New Brunswick, David understood the importance of hard work, community, and doing right by others. After graduating from Acadia University with a Bachelor of Business Administration, he joined RBC as a personal banker, assisting customers with their everyday banking needs. A year later, David relocated to Toronto to work as an investment and retirement planner, analyzing clients’ financial situations and developing strategies to set them and their families up for success. David then came to Dominion Securities as a portfolio manager in 2004 and built a practice based on genuine care and sound financial advice.
As senior portfolio manager and wealth advisor, financial expert, head of the Dominion Securities Advisory Board (DSAB), and the founder of Hewson Wealth Partners, David constantly has his finger on the pulse of the markets. Utilizing over two decades of industry experience, David develops, implements, and manages investment portfolios on behalf of our clients, tailoring each strategy to meet their unique situation and goals. Whether it’s managing the business, building portfolios, or inciting change as head of DSAB, David always tries to lead with openness and compassion.
Outside of the office, David enjoys spending time with his wife and two young daughters. A Maritimer at heart, David is passionate about the outdoors and grateful for any opportunity to be out on a boat. He never loses sight of where he’s from or the people who supported him along the way, and always makes sure to appreciate the moments spent together with his family back home.
Associate
“I love listening to our clients talk about their lives and about their children growing up. To be able to be a part of their journey – from starting an RESP for their child to an RESP for their grandchild – makes me feel as if I’ve made a difference in their lives, even if it’s in some small way.”
A nurturer by nature, Helen always knew she wanted to help people and gravitated towards roles that allowed her to connect with clients and offer one-on-one support. Beginning her career as a customer service representative at RBC in 1996, Helen advanced her way through the industry, working as a currency services supervisor, personal banking assistant, and client account coordinator before coming to Dominion Securities as an associate in 2001. In 2009, she joined our team, bringing with her invaluable experience and insight from her previous roles in banking and wealth management.
As an associate and first point of contact for our clients, Helen is responsible for all administrative duties surrounding client accounts including onboarding, account management, and trading. She is happy to answer any questions our clients may have and continually strives to provide first-class service with the highest level of care. Helen appreciates the relationships she has built with our clients over the years and is honoured to be a part of their lives and their financial journey.
Family is incredibly important to Helen – as the youngest of five siblings, she enjoys spending time with her brother and sisters and adores watching her great-niece and great-nephews grow up. Helen also loves to cook and challenges her creative side by trying out new recipes. When not at home, Helen can often be found out for a walk along forest trails.
Associate Advisor
On maternity leave until May 2025.
As associate advisor, Nicole acts as a key relationship manager and is responsible for delivering our team’s client service model. She oversees investor communications with investments, tax strategies, and portfolio research. Nicole has completed the Canadian Securities Course, Conduct and Practices Handbook Course, Wealth Management Essentials, Financial Planning Supplement, and the Applied Financial Planning course.
Nicole has over a decade of experience working for RBC, and graduated with a Bilingual Specialized Honors BA from York University’s Glendon College.
In her spare time, Nicole enjoys cycling and playing tennis.
Associate Wealth & Investment Advisor
“It’s an honour to get to know our clients and learn about who they are, what they dream, and what they fear. It’s through this relationship with the client that I’m able to better understand what they need and how to best set them on a path towards their goals.”
With almost two decades of industry experience, Martin enjoys building connections with clients and creating personalized solutions to help them achieve their financial goals. A graduate of the University of Guelph and Humber College, Martin earned two degrees in Business Administration with a specialization in Finance and joined RBC Dominion Securities as an associate directly out of school. Within the following decade, he became an account manager and financial planning analyst, refining his skills and deepening his knowledge of the industry to deliver goal-oriented and risk-tolerant solutions for clients. He joined our team in 2017, bringing with him his dedicated mindset and analytical approach.
As associate wealth and investment advisor, Martin is responsible for developing financial plans for our clients, coordinating with our specialists, and collaborating with David and Nicole to create tailored investment strategies that are aligned with our clients’ aspirations. Martin also acts as a first point of contact for many of our clients, communicating David’s portfolio strategy and expertly answering any questions related to financial planning, investments, or insurance. Martin has earned the Certified Financial Planner (CFP) designation as well as the Chartered Investment Manager (CIM) designation, adding additional layers of expertise to the solutions he recommends.
Martin and his wife, Helena, have recently welcomed their newborn son, Jacob, into the world. Martin and his family are keen travellers, and enjoy vacationing in Hawaii, Australia, and Portugal. When he is able to find some downtime, Martin enjoys spending time at his family cottage, sailing, swimming, and spending time outdoors.
“My goal is to make sure that our team runs smoothly and that our clients feel heard and understood. I believe small, kind gestures can leave a lasting impact, and want to make sure that each interaction is a positive experience.”
A graduate from McMaster University with a bachelor’s degree in Mathematical Science, Andrew is the newest member of our team. Prior to joining Hewson Wealth Partners, Andrew worked for a national sporting goods retailer where he managed operations for multiple locations, enhancing team performance and improving overall results. He also worked for McMaster University, helping to organize and run summer camps and present STEM-based workshops to thousands of students. His people-oriented approach and background in customer service allowed him to transition seamlessly into this new role, where he strives to provide an elevated experience for our clients every day.
As an associate, Andrew acts as the operations manager for our team, optimizing processes to ensure organized and timely transactions between our team and our clients. From coordinating client meetings to organizing documentation to making sure each client concern is heard, Andrew works hard to make sure that our team is providing effective and efficient service.
Outside of the office, Andrew and his wife, Glenne, are busy with the arrival of their first child, Frederick. Happy to call Collingwood their home, Andrew and his wife enjoy being close to their family and friends and partaking in activities such as biking, golfing, and skiing.
Discover how our motivated team can support you along your financial journey.
