Our Team

David Somerville CFP

David specializes in providing comprehensive financial advice to business owners entrepreneurs and the individual investor. His success in developing creative business strategies while adapting to a changing world is a continual inspiration to both his clients and colleagues.

Jason Pollock CSA, RRC, Hon. B.A

Jason is an expert in the financial services industry, first with London Life, and then as a Senior Partner at Capital Wealth Management. Jason focuses on retirement and became a Certified Seniors Advisor (CSA) in 2006. In 2013, he successfully became a Registered Retirement Consultant (RRC).

Ron Bartleet B.A. RRC

Ron was born in Scotland, raised in Niagara Falls and is a graduate of Brock University (B.A. Business/Politics). What Ron likes the best about this profession is helping people protect their family and putting a plan into action that propels them toward their dreams and aspirations.

Lynda Kay Knapp CFP, PFP, EPC

Lynda Kay Knapp is a Certified Financial Planner (CFP) and has worked in the financial planning industry for nearly two decades. Her goals are the same as yours: to create wealth that sets you free, wealth that allows you to live the life you most wish to live. That may mean a new definition of wealth. It may mean looking at your financial future in a way never thought possible before.

Donna Froese

Donna has over 20 years experience as a customer care professional.

Linda Uronick

Linda is our Operations Manager and brings 20 years experience in the life insurance and financial planning industry.

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.

capwealthOur Team