Andrew Smith ïSusan Tessier | Bill Pachereva | Sheila Smith 
Veronica Shelvock | Christina Fulbrook | Lee-Ann Hodgson
Richard S Halinda  | Marisha Vachon

DWM Securities is an investment dealer engaged in wealth management, financial advisory services and retail brokerage. Through DWM Securities, clients have access to all the major investment vehicles available including stocks, preferred shares, corporate & government bonds, mutual funds and GIC's.

Andrew Smith B.Sc., MBA, CFP®
Senior Investment Advisor
DWM Securities Inc.

Experience:
Andrew started his career as an Investment Advisor in 2002 and joined our office in 2006. Andrew is also an Insurance Advisor with Dundee Insurance Agency Ltd. providing estate planning services and solutions.

In July 2009 Andrew succeeded branch founder Reid Hodgson as the branch principal.

Prior to joining DundeeWealth, Andrew's extensive business experience included accounting, finance, and strategic planning roles in both small private and large publicly traded companies.

Education:
In 2006 Andrew earned the internationally recognized Certified Financial Planners (CFP®) professional designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

Andrew is a graduate of McMaster University holding Bachelor of Science (B.Sc.) and a post graduate Master in Business Administration (MBA).

Associations:
Andrew is the Past President of the West Lincoln Memorial Hospital Foundation and is on the Board of Directors of the Founders Club of Peninsula Ridge an organization dedicated to fundraising for West Niagara causes. Andrew is a former lecturer in personal finance at Brock University.

Bill Pachereva
Investment Advisor
DWM Securities Inc.

Experience:
Bill Pachereva brings nearly two decades of entrepreneurial and business leadership experience to the wealth planning industry. After working in the family consumer products business in Niagara for more than 20 years, Bill started a successful transportation logistics business. Married to Stephanie, he has two daughters and calls Niagara home having lived and worked in the area his entire life. 

Associations:
A member of the Niagara business community for nearly 30 years Bill has a strong appreciation of the needs of small business and business owners through first hand experience.

Sheila Smith, CFP®
Licensed Assistant
DWM Securities Inc.

Experience:
Sheila joined our Welland office in 2006, she has successfully managed all facets of our branch operation and client services.

Prior to joining our office Sheila had 12 years experience as an Office Administrator and in Computer Services.

Education:
In 2010, Sheila earned the internationally recognized Certified Financial Planner (CFP®) professional designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.

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.

Dundee Private Investors Inc. (DPII) Advisors

DPII is a financial planning and mutual fund dealer committed to providing a comprehensive range of financial advisory and investment services to investors. Through Dundee Private Investor Inc., clients have access to mutual funds, GIC's and government bonds.

Veronica Shelvock, CFP®
Certified Financial Planner
Branch Manager
Dundee Private Investors Inc.

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 aptitude has successfully managed all facets of our Branch operation and client services from Executive Assistant to Financial Advisor and Branch Manager.

Education:
In 2006, Veronica earned the internationally recognized Certified Financial Planner (CFP®) professional designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation. 

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

Christina Fulbrook, Dipl BA
Tax and Accounting Practitioner
AC Smith Management Inc.*

Experience:
Christina joined our Welland Office in 2011, she has proven to be enthusiastic and quick to adapt to her new role as Tax and Accounting Practitioner.

Prior to joining our office, Christina had been providing income tax preparation for residents of the Niagara Region. She also handled all accounts payable, billing and administration duties at a manufacturing company in St. Catharines.

Education:
Christina is a graduate of Niagara College of Applied Arts and Technology with an advanced diploma in Business Administration specializing in Accounting. Currently, Christina is working towards her Certified General Accounting (CGA) designation.

Lee-Ann Hodgson
Tax and Accounting Practitioner
AC Smith Management Inc.*

Experience:
Since opening the Welland office, Lee-Ann has been providing income tax preparation and planning services for DundeeWealth clients. She is also an invaluable resource to the Advisors within the branch regarding all taxation issues.

Prior to opening the Welland office, Lee-Ann was in the accounting industry with 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.

* DundeeWealth Inc., its subsidiaries, or its affiliates, including, DWM Securities Inc. and Dundee Private Investors Inc. does not provide any income tax preparation service and does not supervise or review any income tax returns.

Legal services are integral in the financial planning process. Such services include wills, power of attorney, trusts, estate planning and administration. Business owners can enjoy the synergies of corporate law and financial/investment services and planning.

Legal services are provided by Richard S Halinda, BA, LL.B and are not offered by DundeeWealth or any affiliated companies.

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

Experience:
Richard has practiced law in Welland for over 25 years. Richard maintains offices in Welland and Fort Erie, and in 2006 he relocated his Welland practice within our branch office.

In addition to serving his existing clientele, Richard is readily available to DundeeWealth Advisors and clients in the areas of wills, power of attorney, trusts, estate planning & administration, real estate, mortgages, corporate & commercial law, construction law and US-Canada matters.

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: richard@halinda.ca.

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 past Chairman of the Canadian Automobile Association (CAA) Niagara and now sits on the National Board for CAA. 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.

Marisha Vachon
Office Administrator
AC Smith Management Inc.

Experience:
Marisha joined our Welland office in 2008, Marisha is our office receptionist as well as our office assistant responsible for administration and client services in support of DundeeWealth Advisors and AC Smith Management Inc. 

Education
Marisha is a graduate of Niagara College of Applied Arts and Technology with a diploma from the Office Administration-Executive (Co-op) Program.