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Our team comes from diverse professional backgrounds, but we’re united by a shared goal: to deliver the highest level of client service each and every day. We pride ourselves on the strong relationships we have built with clients over the years, and strive to always be their first call in times of change – financial or otherwise.
Senior Portfolio Manager & Wealth Advisor
Having spent over 35 years successfully guiding clients through the ebbs and flows of the markets, David has made a name for himself as a trusted and compassionate advisor. As senior portfolio manager and wealth advisor at Wells Private Wealth Management, he provides our clients with an unmatched standard of care through customized portfolio creation and all-encompassing wealth management solutions. David believes that client interaction is paramount, and prides himself on our team’s exceptional response time and frequent client reviews.
David graduated from the Richard Ivey School of Business at the University of Western Ontario. As a member of the Canadian National Sailing Team, he campaigned for a spot on the Olympic team before joining RBC Dominion Securities in 1987. It was here that he founded Wells Private Wealth Management from the ground up, gaining a healthy book of clients in Ontario, before moving his family and his practice to New Brunswick five years later. David instantly fell in love with the culture and the people, and has been a proud resident of Saint John ever since.
For David, the markers of a successful career are the relationships he has built over the years – both with his clients and with the rest of the Wells Private Wealth Management team. “I want to see my team love what they do,” he explains. “And I want my clients to feel confident that they are getting the best experience possible with us. There’s nothing that I find more rewarding.” David has held the Chartered Financial Analyst (CFA) designation since 1993, and he utilizes it in tandem with his industry experience to provide clients with exceptional support and advice.
Married for over three decades, David and his wife, Miriam, are the proud parents to three adult children. In his spare time, David loves travelling, spending time with family, and continues to compete in Masters sailing – both nationally and internationally in the Laser class.
Portfolio Manager & Wealth Advisor
With an affinity for developing meaningful relationships with clients, Fraser provides exceptional wealth management solutions to individuals, families, corporations, and institutional foundations. Fraser’s primary responsibilities as a Wealth Advisor at Wells Private Wealth Management include conducting client reviews, crafting investment strategies, and co-managing clients’ investment portfolios. Fraser holds a Bachelor of Commerce degree from Queen’s University, and has earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Prior to joining Wells Private Wealth Management in 2017, Fraser worked for another leading institution in Toronto for two years, where he honed his financial planning skills as a wealth management associate. He now brings that well-rounded perspective to our clients, helping them develop a financial roadmap that properly aligns with their needs. Born and raised in Saint John, Fraser is passionate about giving back to his local community and sits on numerous boards and sub-committees of volunteer organizations. Outside of work, Fraser enjoys traveling, running, and spending time with his partner, Emilie, and their rescue dog, Rocky.
Associate Advisor
Responsible for operations, client service, scheduling, and everything in between, Erica is a core part of Wells Private Wealth Management. As an associate advisor, she leans on nearly a decade of experience to support our team in any way she can, including documentation, account openings, and transfers and withdrawals. Erica prides herself on exceptional client service, going above and beyond to help our clients thrive. “Knowing I’ve been able to help someone through my work motivates me every day,” says Erica, whose exceptional performance was recognized in 2022 with a prestigious RBC Performance Conference Award.
Prior to joining RBC Dominion Securities in 2017, Erica worked at another leading financial institution, where she gained valuable professional knowledge as an administrative assistant. Erica holds a diploma in Business Administration from New Brunswick Community College, and has successfully completed the Wealth Management Essentials (WME) course from the Canadian Securities Institute.
Outside of work, Erica enjoys spending time outdoors, hiking, snowmobiling, and four-wheeling.
Highly motivated and detail-oriented, Michael brings almost a decade of experience to Wells Private Wealth Management. As an associate advisor for our team, Michael focuses on investment management and cash management, ensuring that the necessary funds are on hand to execute trades and checking that portfolios remain aligned with their unique Investment Policy Statements (IPS). Always one to lend a helping hand, Michael also assists with trading and client communication.
After graduating from New Brunswick Community College with a diploma in Business Administration, Michael joined another leading bank at the retail level, where he discovered his passion for helping others thrive. “I love helping clients reach their goals,” he says. “Setting them up for success is incredibly rewarding to me.”
Michael and his wife, Shayla, live a busy and active life with their two daughters, Lyla and Adeline, and their dogs, Lucy and Ruthie. In his free time, he enjoys cooking, volunteering at his community church, and coaching his daughter’s basketball team.
Administrative Assistant
The newest member of the Wells Private Wealth Management team, Stacey is an expert in all things administrative. Leveraging her past experience as an executive assistant and corporate treasury administrator at both government agencies and large private companies, Stacey supports our team through new account onboarding and documentation, in addition to other ad-hoc tasks. Her commitment and drive have been recognized internally with several prestigious awards, including an RBC Performance Award and the 2022 RBC Leadership Award.
When not at the office, Stacey enjoys getting together with friends, listening to live music, and spending time with her two sons.
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