Putting you first with a team approach

As our client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Ken Somerville

Investment Advisor

519-675-6869 | Email me
519-675-2020

Born and raised in London Ontario, Ken is a graduate of the HBA program at the Ivey Business School, University of Western Ontario. Following University, Ken worked as an accountant at a local accounting firm where he formed what would become a solid foundation for his successful career as an Investment Advisor. These tools would become integral to his ability to research and thoroughly analyze a company’s balance sheet, and provide insight that would directly tie into the strategies used when constructing client investment portfolios.

Hired by Richardson Greenshields in 1987 (later acquired by RBC Dominion Securities), Ken has served as a trusted source of investment advice to his clients, delivering professional and client-centered solutions. Ken has provided specialized securities selection for clients who want advice and investment problem solving. His informed, diligent and consultative approach, coupled with an outstanding level of client service was recognized through him achieving the status of Vice President in 1998.

Jonathan Somerville

Investment Advisor

519-675-6871 | Email me

Born and raised in London Ontario, Jonathan joined the team as a summer student in 2004. After graduating with a BA(honours) in Psychology and Marketing from the University of Guelph in 2008, Jonathan returned to his hometown to begin working full-time at RBC Dominion Securities. Learning from the ground up provided the foundation to becoming an Investment Advisor where Jonathan now creates custom solutions for clients. Jonathan is a research driven advisor who formulates comprehensive financial assessments to build and structure portfolios to meet investors’ evolving needs in concert with changing market conditions.

Josh McNorgan

Associate

519-675-2663 | Email me

After graduating Fanshawe College with a Business Finance Diploma, Josh began his career in the investment service industry in 2015. Josh hopes to one day become an Investment Advisor or Financial Planner and help clients achieve their financial goals. Outside of work Josh enjoys running, playing hockey and soccer as well as spending time with his family. On our team, Josh's focus is on assisting our clients with account inquiries, administrative services, opening of new accounts and the integration of compliance requirements. Taking great pride in providing unparalleled service and attention to our clients, Josh is guided by a strong commitment to excellence and is an integral part to our team. Josh welcomes the opportunity to help you with any of your administrative needs.

Our Mission Statement

To help our clients to simplify their financial affairs and provide the highest level of service, honesty and teamwork available.

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