Our team members include:

Reid Hodgson | Susan Tessier | Veronica Shelvock |
Sheila Smith | Marisha Vachon | 
Lee-Ann Hodgson | Richard S Halinda

Reid Hodgson, BA, CFP
Certified Financial Planner
Branch Manager

Work Experience:
Along with wife Lee-Ann, Reid founded the Welland office in January 1989. His continuous focus and full commitment has been on professional financial planning and the growth and evolution of the Welland office.

Prior to returning to Welland, Reid worked in the Toronto corporate office of a major national retailer where he managed one of the company's merchandising divisions for Ontario and Eastern Canada.

After university graduation, Reid served in the Canadian Armed Forces (Chillowack, BC and Portage le Prairie, MB) as a commissioned officer.

Education:
Reid received the Chartered Financial Planner designation in 1989 and in 1995 was one of the first Canadians to receive the internationally recognized Certified Financial Planner (CFP) designation.

Having completed the Canadian Securities Course, the Level II Insurance qualifications and the Officers' Partners' and Directors' Course, Reid is a Financial Advisor and Branch Manager through Dundee Private Investors Inc. and an Insurance Advisor with Dundee Insurance Agency Ltd.

From McMaster University, Reid holds a Bachelor�s degree majoring in Economics.

Associations:
Reid is a member of the Canadian Institute of Financial Planners (CIFP).

Susan Tessier, CFP
Certified Financial Planner

Work Experience:
Direct from college, Susan started her financial career in our Welland office in 1993. With her aptitude, strong work ethic and ability to work with people, Susan readily enjoyed increasing responsibility and is considered an invaluable member of the team.

Education:
In 2002, Susan earned the internationally recognized Certified Financial Planner (CFP) designation.

Having completed the Canadian Securities Course and the Level II Insurance qualifications, Susan is a Financial Advisor through Dundee Private Investors Inc. and an Insurance Advisor with Dundee Insurance Agency Ltd.

Susan is a graduate of Niagara College of Applied Arts & Technology with a diploma in Business Accounting.

Associations:
Susan is a member of the Canadian Institute of Financial Planners (CIFP).

Veronica Shelvock, CFP
Certified Financial Planner
Co-Branch Manager

Work Experience:
Veronica started her career in our Welland Office in 2004. She has proven to be a very quick study, and with her commitment, desire and accomplishments to date, she has quickly earned the respect of her colleagues and clients alike.

Education:
In 2006 Veronica earned the internationally recognized Certified Financial Planner (CFP) designation.

Having completed the Canadian Securities Course and the Branch Managers Course, Veronica is a Financial Advisor and Co-Branch Manager through Dundee Private Investors Inc.

Veronica is a past Valedictorian of Notre Dame College School, Welland.

Associations:
Veronica is a member of the Canadian Institute of Financial Planners (CIFP).

Sheila Smith
Licenced Assistant

Work Experience:
Sheila joined our office in 2006 with seven years experience as an Office Administrator and five years as a Computer Operator. She has quickly shown the aptitude and desire to advance her career in our office.

Education:
In 2008, Sheila completed the Professional Financial Planner course of study and within the next year will challenge the Financial Planners Standards Council national board exams leading to professional financial accreditation.

Having completed the Canadian Investment Funds Course and the Canadian Securities Course, Sheila is a Licensed Assistant to Reid Hodgson through Dundee Private Investors Inc.

Sheila is a graduate of Niagara College of Applied Arts and Technology with a diploma in Business Administration. She has since completed the fourth level of study in the Certified General Accounting Program.

Marisha Vachon
Director of First Impressions

Work Experience:
Marisha joined our office in May 2008 as a co-operative student placement from the Executive Office Administration program at Niagara College.

With her desire, work ethic and pleasing yet professional personality she was an immediate hit with our entire staff.  As she continues her education, Marisha will remain in our employ and complete her final co-op assignment before graduation, and then hopefully for many more years to come.

Welcome Marisha we certainly appreciate your contribution both personally and professionally.

Lee-Ann Hodgson
Personal Income Tax Professional
Hodgson Management Inc.*

Work Experience:
Along with husband Reid, Lee-Ann is a joint owner of Hodgson Management Inc., an operating company managing the Welland office.

The company's primary service to the clients of Dundee Wealth Management is providing income tax preparation* and planning services, which is integral to the financial planning process.

Prior to returning to Welland, Lee-Ann was employed in the accounting departments of companies in Niagara Falls and Brampton.

Education:
Lee-Ann is a graduate of Niagara College of Applied Arts and Technology with a diploma in Business Administration specializing in Financial Management.

*Income tax preparation service are not provided by or through Dundee Private Investors Inc. or any of its affliliated companies ("Dundee"). Dundee does not supervise such services and should not be considered responsible for any results therefrom.

Richard S Halinda, BA, LL.B
Barrister and Solicitor

Work Experience:
In 2006 Richard relocated his Welland law practice within our office. Richard has practiced in our city for over 25 years.

In addition to serving his existing clientele, Richard is available to new clients in the areas of wills, power of attorney, estate planning and administration, real estate, mortgages, business law, construction law and contracts.

As legal services are not provided through Dundee, you can contact Richard at 905 732-4558 or at his Fort Erie office at 905 871-4556 or via email: [email protected].

Associations:
Since 1981 Richard has been a member of the Law Society of Upper Canada, Canadian Bar Association, Ontario Bar Association, Welland County Law Association, City of Welland Bar Association and since 1998 a member of the Town of Fort Erie Bar Association.

Richard is the current Chairman of the Canadian Automobile Association (CAA) Niagara. He is a past Instructor of Construction Law at Niagara College and a past Director and President of the St. Catharines Golf and Country Club.