David Somerville
CFP
David specializes in providing comprehensive financial advice to business owners entrepreneurs and the individual investor. David has been actively qualifying for the “Million Dollar Round Table” since 1998, an elite association that acknowledges the top 3% of financial professionals worldwide.
Email: dsomerville@capital-wealth.ca
Office Phone: 905-682-5789 x224
Jason Pollock
CSA, RRC, Hon. B.A
Jason focuses on retirement and became a Certified Seniors Advisor (CSA) in 2006 and in 2013, he successfully became a Registered Retirement Consultant (RRC). Specializing in comprehensive Retirement Planning, Jason has unique expertise for ensuring his clients reach their goals and dreams in retirement.
Ron Bartleet
B.A. RRC
Ron has enjoyed helping people set and achieve their financial goals for more than 16 years, 10 of which here at Capital Wealth. He believes that money is an important tool to help one build and maintain a comfortable and meaningful life. He tends to have a holistic approach to financial planning incorporating life goals and plans into the mix.
Peter Bagnulo
Peter is an Investment, Corporate Planning and Group Benefit Specialist. He is an outside the box thinker with focus on business owners combined with family planning. Peter possesses a unique ability using his strengths in technical analysis and applying it to simple and effective solutions for his clients.
Cody M. Miller
With more than a decade of experience leading national sales and business operations, Cody Miller has built a reputation for integrity, professionalism, and a dedication to client-first service. As a Financial Advisor, Cody applies that same expertise to guiding families and business owners through their wealth management needs.
Nicholas Vendittelli
Hons. BBA
Nicholas graduated Brock with an honors Bachelor of Business Administration degree, having also studied two years in medical sciences. Immediately after, he began his accreditations to become a financial advisor at Capital Wealth Management.
Robert has worked in the financial services industry since 1989. In 1994, Robert accepted a position of a sales staff manager in Capital Wealth Management’s St. Catharines office, a position that he held for 5 years. In 1999 he opened his own office in Chippawa, helping individuals achieve their financial dreams and goals.
Andrew Somerville graduated from Niagara College in 2022 with an Honours Bachelor’s Degree in Business Administration, specializing in Human Resources.
Andrew works alongside his father, Robert Somerville, while pursuing his Certified Financial Planner (CFP) designation.
Linda joined the Capital Wealth team shortly after the business opened and is our Operations Manager. She brings 30 years experience in the life insurance and financial planning industry.
Melissa Terrell
Hons. BBA
Melissa graduated from Brock University with an Honors Bachelor of Business Administration degree with a concentration in Marketing. She is certified in Human Resources and has Investment Representative accreditation.
Donna is responsible for helping all clients with their administrative questions and requirements and has been an integral part or our professional team since 2009.