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, principal 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 Advisors

 

Brain Weatherdon

Brian Weatherdon BA, MA, CFP, CLU, CPCA, CRC
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.

 

 

Greg Murray
greg@sovereignwealth.ca

Greg graduated with Deans Honors from a two-year financial services program at Mohawk College and has successfully completed the CFP Level 1 exam, a requirement for attaining CFP certification in Canada. Greg started his practice with Freedom 55 Financial and has been providing financial planning for clients of Sovereign Wealth Management since 2013. Greg takes the time to get to know his clients and employs a comprehensive approach to financial planning which encompasses all aspects of a client’s current and future financial needs.

 

 

Operations 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. 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 Associate 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.

 

 

 

 

Lorraine D'Cunha

Marketing Associate to Whitney Hammond
lorraine@sovereignwealth.ca

Lorraine brings with her a rich and experienced background in marketing communication that spans over 15 years. She has worked with IPAN Hill and Knowlton servicing various clients across a large spectrum of industries targeting new and mature markets. Lorraine has been spearheading our marketing initiatives since 2013 and the results of her experience have delivered incremental value to our loyal customers. Lorraine has a Masters in Marketing; she loves to volunteer during her spare time and enjoys nurturing and raising her three daughters.

 

 

 

 

 

 

Erika Ihasz

Insurance Associate
erika@sovereignwealth.ca

Erika has enjoyed the privilege of working in a variety of different fields, which has helped her gain extensive product knowledge and life skills. She spent a decade centered in property and casualty insurance as a RIBO licensed sales and service broker but recently felt the urge to change direction and focus her energy on life insurance and investments. She believes past experience and continuing education is the key to making sound decisions for the present, which can affect future happiness. Her passions include travel, food and the great outdoors.

 

 

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

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