Our Advice Team

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.

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.

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.

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.

Robert Somerville, CSA

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.

Linda Uronick

Linda is our Operations Manager and brings 30 years experience in the life insurance and financial planning industry.

Melissa Terrell Hons. BBA

Melissa graduated Brock with an Honors Bachelor of Business Administration degree with a concentration in Marketing along with a certification in Human Resources. Melissa joined Capital Wealth Management in 2020 as a Marketing Associate and Executive Assistant to David Somerville. Since becoming a member of the Capital Wealth team she has acquired her Investment Representative accreditation. Melissa brings a strong work ethic, a keen sense of detail and a professional attitude to her job. We are very pleased to have Melissa as a part of our Capital Wealth family.

Donna Froese

Donna brings more than 20 years experience in customer relations and office administration to the Capital Wealth team.

cwdesignOur Advice Team