My Blog

Donna Froese

Marketing Assistant

 

Donna comes to Capital Wealth Management with over 20 years experience in customer relations and office administration.

Donna and her husband Gerry live in Niagara Falls with their rescue dogs.

dfroese@capital-wealth.ca

Office Phone: 905-682-5789 x230

capwealthDonna Froese
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Linda Uronick

Operations Manager

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

Linda resides in St. Catharines with her husband John.  She has two married children and three grandchildren.

luronick@capital-wealth.ca
Office Phone: 905-682-5789 x227

capwealthLinda Uronick
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Robert Somerville, CSA

Individual Planning Specialist and Investment Representative

Robert graduated from Algonquin College in 1986 with a diploma qualifying him as a Forestry Techician. Robert entered the financial services industry with London Life in 1989.

In 1994, Robert accepted a position of Sales staff manager in the 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.

Robert is also active giving back to his community, he has been a volunteer fireman since 1988 and is currently the Vice President of the association.

In 2004, Robert completed the Certified ProfessionalConsultant on Aging (CPCA) which involves issues related to the 50 plus population, focusing upon the specialized needs of Canada’s seniors.

Robert currently resides in Chippawa with his wife Lori and their three children, Sydney, Matthew and Andrew.

bsomerville@capital-wealth.ca
Office Phone: 905-295-1117

capwealthRobert Somerville, CSA
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Ron Bartleet B.A. RRC

Financial Security Advisor and Investment Representative 

Ron was  raised in Niagara Falls and is a graduate of Brock University (B.A. Business/Politics.)

As a former Business owner, Ron understands the needs of entrepreneurs. Since 2006 Ron has worked with Business owners and individuals to put plans into action that protect their businesses and families. Ron thrives on helping his clients achieve financial peace of mind.

In 2013 Ron completed the requirements to earn the Registered Retirement Consultant (RRC) Designation.

Thoughtful Planning + Reasoned Action = Successul Outcomes.

rbartleet@capital-wealth.ca
Office Phone: 905-682-5789 x229

capwealthRon Bartleet B.A. RRC
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David Somerville CFP

Investment and Retirement Planning Specialist, Investment Representative

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.

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.

David has earned his CFP (Certified Financial Planner) and CSA (Certified Senior Advisor) designation. The CFP marks identify individuals who are dedicated to the highest level of professionalism in providing financial planning advice. The CFP credential assures that the planner adheres to internationally recognized professional standards of competence and ethical practice as set in Canada by the not-for-profit Financial Planners Standards Council (FPSC). CFP standards include requirements in education, examination, experience and ethics.


Over the years I have had the privilege of meeting some great people.  Those who have helped me learn and understand the value of financial planning in one’s life.

My Mother always said, “You were born a teacher”.  Well, in some ways I feel like I am truly just that.  I now realize that teaching individuals the value of financial management is truly what gives me the greatest energy.

For hundreds of years, the teachings about money management have brought us to the same conclusion: “Your financial success is predictable if you truly follow the rules”.  My goal with my clients and friends is to help them make the right financial choices day after day, year after year.

When we look back on those successful habits and decisions over our lifetime, financial greatness will happen, not just for us but for future generations.

David is a regular contributor to Today Magazine.


David is born and raised in Niagara Falls and currently resides there with his family.

dsomerville@capital-wealth.ca
Office Phone: 905-682-5789 x224

capwealthDavid Somerville CFP
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Lynda Kay Knapp CFP, PFP, EPC

Certified Financial Planner, Retirement & Estate Planning

After more than two decades working in the field, Lynda’s financial planning style remains rooted in this belief: You are the Greatest Asset You Own. Lynda understands that a good financial plan is deeply personal and unique to every person who enters her office. By understanding her clients’ priorities and identifying what makes them feel inspired, confident and peaceful, she helps her clients create a financial plan that will allow them to enjoy life at every stage.

Lynda gives clients a clear view of their financial picture and helps them clarify a unique dream for retirement. At what age will it happen? How will it look and feel? Lynda helps her clients create peace of mind by understanding each step toward retirement and laying out a clear path toward their ultimate goals and dreams.

Specializing in estate planning, Lynda helps her clients arrange their financial affairs to leave the greatest love letter to their families and communities at the end of their lives. That may mean paying less taxes and maximizing those hard-won assets so that others can enjoy the fruits of their labours. Many clients express appreciation for the ease with which their parents and loved ones had arranged their estates, greatly reducing the work and costs of liquidating an estate.

Lynda feels blessed to be living in her waterfront home in Port Dalhousie, where she can enjoy the benefits of nature, her large family and dogs. Along with her partner, she celebrates life with backyard music festivals and regular dinner parties. She is also a frequent guest host of It’s Your Wealth on 610 CKTB, a weekly radio show hosted by Capital Wealth Management. Catch her fiercely unique perspective on Saturdays at 8 am.

lknapp@capital-wealth.ca
Office Phone: 905-682-5789 x236

capwealthLynda Kay Knapp CFP, PFP, EPC
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Jason Pollock CSA, RRC, Hon. B.A

Corporate Planning Specialist and Investment Representative

After graduating in 1990 from the University of Guelph with his Honours Bachelor of Arts Degree, Jason utilized his entrepreneurial spirit by starting and operating several successful businesses. With each endeavor, he brought with him a passion for the highest quality of service and care. In 1995, Jason was nominated for “The Niagara Youth Entrepreneur of the Year”.

In 1999, Jason decided to bring his expertise to the financial services industry and joined London Life. After 4 years in the Financial Planning division of London Life, Jason joined Capital Wealth to become a Senior Partner. Jason became a Certified Seniors Advisor (CSA) in 2006 and in 2013 successfully became a Registered Retirement Consultant (RRC).

Specializing in comprehensive Retirement Planning, Jason has a unique expertise and knowledge for ensuring his clients reach their goals and dreams in retirement. Because of his entrepreneurial background, he also has a unique ability to recognize and understand the complex issues related to the corporate world and assists business owners to maximize their financial potential.

Jason is the co-host of IT’S YOUR WEALTH, a financial radio show that is on every Saturday morning from 8-9am on 610 CKTB.

Community involvement is also a vital part of Jason’s life. Jason has been a part of many government committees, such as the Mayor’s Committee for Accessibility, Business Liaison Committee and the Government Economic Advancement Committee. Jason currently sits on the Board of a local charity and is a member of the South St. Catharines Rotary Club.

Jason resides in St. Catharines with his wife Nicole and has 3 wonderful children – Alyssa, Jordan and Olivia.

 

 

jpollock@capital-wealth.ca
Office Phone: 905-682-5789 x226

Jason Pollock
capwealthJason Pollock CSA, RRC, Hon. B.A
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