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EXPERIENCED ADVICE

THE SIMPLE CHOICE FOR COMPLEX FINANCIAL MATTERS

At McGill Wealth, our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

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Meet Our Advisors

Matt McGill - CIM, PFP

PORTFOLIO MANAGER

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Maria McGill

INVESTMENT ADVISOR

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William J. Young

INVESTMENT ADVISOR

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Kim Weber

INVESTMENT ADVISOR

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Linda Gallivan

INVESTMENT ADVISOR

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Dave Juniper

INVESTMENT ADVISOR

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Sam Hooktwith

Life Insurance ADVISOR

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Jeff Bennett

Investment Advisor

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Davin Lima - CIM

Investment Advisor

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Our Support Staff

Emily McGough Photo

Emily McGough Photo

Emily McGough

ASSISTANT INVESTMENT REPRESENTATIVE - Manulife Wealth Inc.

Guelph Office

Ruth Hall Photo

Ruth Hall Photo

Ruth Hall

ADMINISTRATIVE ASSISTANT - MANULIFE WEALTH INC

Guelph Office

Adriana Costa Photo

Adriana Costa Photo

Adriana Costa

ADMINISTRATIVE ASSISTANT - MANULIFE WEALTH INC

Guelph Office

Brenda Peterson Photo

Brenda Peterson Photo

Brenda Peterson

Assistant Investment Representative - Manulife Wealth Inc.

KITCHENER-WATERLOO Office

Claire Press Photo

Claire Press Photo

Claire Press

ADMINISTRATIVE ASSISTANT - Manulife Wealth Inc.

KITCHENER-WATERLOO Office

Bev Burton Photo

Bev Burton Photo

Bev Burton

ADMINISTRATIVE ASSISTANT - Manulife Wealth Inc.

KITCHENER-WATERLOO Office

Elena Palade Photo

Elena Palade Photo

Kelly Smith

Investment Associate - Manulife Wealth Inc.

KITCHENER-WATERLOO Office

Matt McGill Photo

Matt McGill Hover Photo

Matt McGill

Portfolio Manager

Matt McGill CIM, PFP

Portfolio Manager and Senior Investment Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Over 22 years of experience has lead Matt and his team to better serve the needs of Canadian investors by providing independent and unbiased financial advice. Matt has completed the Chartered Investment Manager (CIM) and Certified Personal Financial Planner (PFP) designation. Matt and his team will ensure your portfolio is aligned with your risk tolerance and investment objectives. Their goals are to provide excellence in planning for wealth preservation, retirement planning, and estate planning.

“Our clients see continued service, wealth management, and continued growth in their financial investments. We believe in a personal touch and excellent customer service. We apply our knowledge of the industry to help our clients achieve their financial goals.”

Matt will provide a written financial plan, and continued customer service for you with fees less than most banks. We will take all of our expertise with stocks, bonds, mutual and segregated funds, insurance, and estate planning to present a comprehensive portfolio. The Matt McGill and Manulife Wealth Inc. team will ensure that your portfolio is aligned with your family’s investment objectives. Matt and his team oversee the largest book in regards to assets under management in the country within Manulife Wealth Inc.. Manulife Wealth Inc. has a large network of independent advisors across Canada enjoy the freedom to provide you with extensive solutions to help you invest for the future.

Contact Matt today to get your financial future planning started today.

Guelph: 519 265 7000 | Kitchener-Waterloo: 519 745 8500
Cell: 519 242 3460 | Fax: 519 265 9111
Email: matt.mcgill@manulifewealth.ca

Kim Weber Photo

Kim Weber Hover Photo

Kim Weber

Investment Advisor

Kim Weber

Investment Advisor - Manulife Wealth Inc.

Kim works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. She takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.

Waterloo Office

Phone: 519-885-6977
Email: kimberly.weber@manulifewealth.ca

Dave Juniper Photo

Dave Juniper

Investment Advisor

Dave Juniper

INVESTMENT ADVISOR, MANULIFE WEALTH INC

With 33 years of experience in the industry, David Juniper works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. He has been the primary advisor for medical professionals, for the past 25 years, managing corporate portfolios as well as group retirement savings plans for their practices. David takes an enhanced approach by incorporating tax and estate planning to keep Client goals on target.

Guelph Office

Phone: 519 265 7000 ext. 108
Email: David.juniper@manulifewealth.ca

Maria McGill Photo

Maria McGill Hover Photo

Maria McGill

Investment Advisor

Maria McGill PFP

Investment Advisor – Manulife Wealth Inc.
Life Insurance Advisor – Manulife Wealth Insurance Services Inc.

Maria works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. She takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.

Guelph Office

Phone: 519 265 7000 ext. 103
maria.mcgill@manulifewealth.ca

William J Young Photo

William J Young Hover Photo

William J Young

Investment Advisor

William (Bill) J Young

Investment Advisor - Manulife Wealth Inc.

Bill works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. He takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.

Waterloo Office

Phone: 519-885-6977
Email: bill.young@manulifewealth.ca

Linda Gallivan Photo

Linda Gallivan Hover Photo

Linda Gallivan

Investment Advisor

Linda Gallivan

Investment Advisor - Manulife Wealth Inc.

Linda works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. She takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.

Waterloo Office

Phone: 519-885-6977
Email: linda.gallivan@manulifewealth.ca

Jeff Bennett Photo

Jeff Bennett Hover Photo

Jeff Bennett

Investment Advisor

Jeff Bennett

INVESTMENT ADVISOR - MANULIFE WEALTH INC

Jeff began his financial services career in 1998. He worked his way up in the industry and began running his own bank affiliated Investment Advisory business in 2004. He’s worked with high net-worth clients across Southwestern Ontario to meet their financial goals by focusing on investment, insurance, tax and estate planning needs. His primary focus has always been relationships. Over his 25 years in business Jeff has been involved in growing local companies as well as national and provincial politics. He’s a leader in his community and has sat on numerous Charitable Boards, taught public speaking, been a regular on local radio and coached youth sports. He is a proud dad to 16 year old Clare and 14 year old Andrew.

Contact Jeff today to get your future planning started today

Guelph: 519 265 7000
Email: jeff.bennett@manulifewealth.ca

Sam Hooktwith Photo

Sam Hooktwith

Life Insurance Advisor

Sam Hooktwith

Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Investment Advisor - Manulife Wealth Inc.

Sam began his career in the financial services industry with Investors Group in 2011 after graduating from the University of Western Ontario. His focus on comprehensive financial solutions has resulted in maintaining relationships with his original clients as he moved on to Investment Planning Council after succeeding a retiring advisor in 2013 and finally to Manulife Wealth Inc. in 2021. He currently focuses on tax, risk management and estate planning for his and the clients of our Advisor group. He goes home to a lovely wife and 2 children (ages 2 and 4) who create the glorious chaos he revels in.

Waterloo Office

Phone: 519-885-6977
Email: sam.hooktwith@manulifewealth.ca

Davin Lima

INVESTMENT ADVISOR

Davin Lima, CIM

INVESTMENT ADVISOR, MANULIFE WEALTH INC

Davin has almost a decade’s worth of experience partnering with Canadian investors to help them reach the financial goals that are most important to them. He has completed all requirements to obtain his Chartered Investment Manager (CIM) designation to deepen his investment knowledge and better serve his clients. Davin excels at pension style investing, retirement planning and personal relationship building. His process is centered around taking the extra time to genuinely understand a client’s unique situation, needs and family goals in detail. Afterwards, he will build, explain, and execute on a customized retirement plan that is revisited frequently to keep clients well-informed about how they’re tracking towards their goals. The portfolio will be carefully rebalanced on an ongoing basis and is personally tailored to optimize the client’s risk tolerance, tax situation, and future estate wishes. On the personal side, Davin is a local University of Waterloo Alumni who loves sports, travelling the world, and spending time at his Muskoka cottage fishing.

KITCHENER-WATERLOO Office

Phone: 519-885-6977
Email: davin.lima@manulifewealth.ca