Specialist physicians require specialized financial support, both personally and corporately. In managing your financial affairs a multi-disciplinary team is needed. We’ve identified that the most financially successful physicians have a wealth team dedicated to them.
We built our management team around Wealth, Risk, Tax, Legal and Corporate and Business Planning.
If you are a successful physician who is looking for a dedicated wealth management firm, we would be happy to help.
David Somervile, Certified Financial Planner CFP | dsomerville@capital-wealth.ca
David specializes in providing comprehensive financial advice to medical doctors. 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 hosted over 200 financial talk shows for 610 CKTB from 2013-2016 and is currently a contributing financial author to Business Niagara and Todays Magazine.
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 born and raised in Niagara Falls and currently resides there with his family.
Nicholas Vendittelli Hons. BBA | nvendittelli@capital-wealth.ca
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. Working under the firms senior principal advisor, David Somerville, Nicholas has been gaining industry experience since day one of his career.
He understands that each client is unique, and thus he can adapt his practices to meet the needs of each client specifically and holistically. As well he is focusing on building long-term relationships that will last years to come. His core principles are to create unique value for his clients while also providing unmatched superior service. Currently working in St. Catharines, Ontario, Nicholas is passionate to be serving his community and positively impacting lives financially.
“I graduated The Goodman School of Business at Brock with an honors Bachelor of Business Administration degree, having also studied two years in medical sciences. Immediately after, I began accreditations to become a financial advisor at Capital Wealth Management. Working under the firms senior principal advisor, David Somerville, I have been gaining industry experience since day one of my career.
I understand that each client is unique, and thus I can adapt my practices to meet the needs of each client specifically and holistically. As well, I am focusing on building long-term relationships with my clients that will last years to come. My core principles are to create unique value for my clients while also providing unmatched superior service. Currently working in St. Catharines, Ontario, I am extremely passionate to be serving my community and positively impacting lives financially.”
Brandon M. Boone | boone@niagaralaw.ca
Brandon joined Daniel & Partners LLP in 2001, having practiced in the Region since 1992. He graduated from Glendon College of York University with a Bachelor of Arts degree in the bilingual program in 1990 and subsequently earned a Bachelor of Laws degree (now Juris Doctor) from Osgoode Hall Law School of York University in 1993. He was called to the Bar in 1995.
Brandon has practiced exclusively in the areas of real estate, business and wills and estates law throughout his career. A lifelong resident of the Niagara Region, Brandon is counsel to a number of small businesses, not-for-profit and charitable corporations and individuals throughout Ontario. He is a past board member and president of Niagara Falls Big Brothers Big Sisters Association, a past board member and vice-president of Niagara Falls Humane Society, a past board member and secretary of St. Catharines General Hospital Foundation and current board member and convenor of Niagara Falls Minor Hockey Association.
Brandon is also a past instructor of the “Corporate Law for Law Clerks” course at Niagara College and regularly writes articles and gives lectures and presentations on topics within his practice areas.
Robert R. Greatrix, CPA, CGA | rgreatrix@wwhcga.ca
Rob began his accounting career in 1988 with the firm KPMG LLP and obtained his CGA designation in 1992. In 2006, while working in a management position, Rob left the firm to become an in-house CFO for a family run company. After six years in industry Rob made the decision to re-enter the public accounting field and joined the firm Wilton White Hill, LLP. where he is a Partner in the Niagara Falls office. Rob brings a wealth of experience working with and advising owner managed businesses with a focus on tax, accounting and general business advice. Rob was a co-founder and program chair of the Niagara Chapter of the Canadian Association of Family Enterprise. Rob has also been the treasurer and co-chair of the Niagara Entrepreneur of the Year Awards and he is also the past treasurer of Big Brothers Big Sisters Niagara and the Niagara Help Centre.
Lou Vescio – B.A. (Hons.), BEd, MEd (Education Administration), OCT, OPC | lou@discitus.com
A very respected leader, trainer and coach, Lou has spent the past 36 years developing and motivating business, community and educational leaders, enhancing their professional and personal skills. Best known for his Corporate Mindfulness “Coach Approach” to Leadership and Training, Lou has helped countless leaders, administrators and organizational teams to be more effective and productive in their business roles and realizing their highest potential.
As a Founding Member and Senior Partner with DiSCitus, Lou brings extensive experience from more than 36 years in the field of education, consulting and coaching.
Whether he is working with a CEO, addressing senior managers and administrators during a workshop, or coaching and counselling an individual client – Lou brings his passion, enthusiasm, and contagious optimism to improving organizational health and effectiveness.
Lou lives in Niagara Falls with his wife Cathy, and is blessed to have three children.
Capital Wealth MD is a member of the Canadian Medical Advisory Network.