build and protect wealth with passion, strength and integrity

team

Advisory Team

 

Whitney Hammond

Whitney Hammond CFP, CLU
Principal, Sovereign Wealth Management

whitney@sovereignwealth.ca

Whitney Hammond, owner of Sovereign Wealth Management, has been in personal practice since 1997. Whitney is a recognized leader in the Canadian financial planning field and a frequent speaker at events focusing on estate planning.

With exceptional knowledge in wealth accumulation and preservation, Whitney coaches clients to build solid financial plans which include tax and estate plans, testamentary trusts, tax sheltered growth plans and, for business owners, comprehensive succession plans and exit strategies. Her expertise in wealth management, and focus on delivering effective programs has allowed her to build trusting, inter-generational relationships with her clients.

 

 

Steve Shillington

Steve Shillington CA, CFP, TEP

Steve Shillington provides support to  financial advisors on tax, estate planning, business exit strategy and business risk management matters. Steve is a chartered accountant, with over 20 years of experience in the financial services industry, following a 10 year career with KPMG where he was a tax specialist, advising corporate and individual clients on taxation and related estate planning issues. Steve is a Certified Financial Planner and a member of the Canadian Tax Foundation and the Society of Trust and Estate Planners

 

 

Scott Sadler

Scott Sadler FSA, FCIA

Scott Sadler, University of Western Ontario graduate, holds a BSc degree in Statistics and Actuarial Science. He is a Fellow of both the Society of Actuaries, and the Canadian Institute of Actuaries. Prior to launching Tecumseh Insurance Services, Scott spent 11 years providing advanced sales support, actuarial advice and counsel to elite advisors and their clients. He worked with clients and their accountants, lawyers and bankers to educate them on the rewards and risks of various insurance products.

 

 

Associate Advisor

 

Brain Weatherdon

Brian Weatherdon BA, MA, CFP, CLU, CPCA
brian@sovereignwealth.ca

A financial advisor since 1995, Brian's practice has grown with professionals, businesses, and families to safeguard their wealth and build  estates. Brian listens attentively to what is most important to his clients, their circumstances and dear ones.   Thereafter a financial plan is constructed to assure, as much as possible, that goals are attained.  Brian meets with his clients on a regular basis, to review progress and to update plans as circumstances change. The long term goal of a financial plan is to protect and enhance client assets.

 

 

Administrative Team

 

Ben Takacs

Ben Takacs B.Comm (Hons)
Investment Associate
benjamin@sovereignwealth.ca

Ben Takacs is a mutual fund licensed investment professional and has completed several industry-accredited courses through the Canadian Securities Institute. Ben also holds an Honours Bachelor of Commerce degree from McMaster University with a specialization in Finance and Business Economics. Here at Sovereign Wealth Management, Ben is dedicated to helping clients through utilizing an in-depth knowledge of investment products and services, and effecting investment transactions expeditiously and accurately. Ben has a strong desire to grow professionally and is currently a Level II Candidate in the CFA (Chartered Financial Analyst) program.

 

 

Arlene Adiwinata

Arlene Adiwinata BA
Marketing Assistant to Brian Weatherdon
arlene@sovereignwealth.ca

Arlene Adiwinata has over 13 years experience in the financial industry. She received her BA in Environmental Management from University of Toronto in 1988. 10 years ago, Arlene found a new passion in the client services field within the financial services sector (Laurentian Bank, Scotia Bank and AIC). Her outgoing and friendly personality is truly an asset for Sovereign. Since Sept 2009, Brian & Arlene both thrive on promoting the company's values of integrity, passion, trust, respect and sincerity.

 

Our services begin with an understanding of what each client is looking to accomplish.

Visit the process page to learn more about our approach >>