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Laying the Foundation for Your Success

Meet the Team !

David B. Wyatt B.A., B. COMM, CFP Photo David B. Wyatt B.A., B. COMM, CFP Hover Photo

David B. Wyatt B.A., B. COMM, CFP

SENIOR INVESTMENT ADVISOR- - Manulife Securities Incorporated & INSURANCE AGENT- D.B Wyatt & Associates Wealth Management Services Inc.

David B. Wyatt began his career in the Financial Services in 1993 and quickly became a respected financial advisor in the Niagara Region. In fact, he has received several awards in recognition of his help to clients. David has over 20 years of experience in the financial services industry. David holds a Certified Financial Planner (CFP) designation, Life and Health Insurance Advisor and financial wizard, so you can be sure that he provides expert and professional planning services. David also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

David Wyatt is a resident of the Town of Wainfleet, on the Northern Shores of Lake Erie in the Niagara Peninsula. David and his wife Terry, his daughter, Katlin and son Jesse enjoy the tranquility and easy pace of life in the country.

David spends much of his spare time working his hobby farm and he is proud of his new home which he designed and built, with a lot of help from friends and family. He is currently working on re-landscaping the 6.75 acres into a park like setting.

David is very active in his community, and has served as Past President of the Wainfleet Fall Fair for 10 years and was an elected Alderman for the Township. He loves working within the community promoting its diversity and rich history.

We look forward to meeting you!

Elaine Kelly MBA CFP FCSI ® Photo Elaine Kelly MBA CFP FCSI ® Hover Photo

Elaine Kelly MBA CFP FCSI ®

SENIOR INVESTMENT ADVISOR, MANULIFE SECURITIES INCORPORATED

Senior Investment Advisor, Manulife Securities Incorporated

Life Insurance Advisor, Manulife Securities Insurance Inc.

Elaine began her career as a financial advisor many years ago after visiting Tanzania and wanting to help Canadians plan a more financially secure future.  She found many Canadians concerned about planning for retirement, asking how much money is enough for their future needs, and seeking conservative, tax-preferred investments and income.   Elaine uses a holistic approach to help clients define their personal goals and establish steps to achieving them.   To meet client needs, she offers a full range of solutions, including ETF's, stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and life insurance.  She puts a focus on continuous service, fee transparency, and client relationships.  Elaine is committed to industry education and has earned the designations of Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified International Wealth Manger (CIWM) and she became a Fellow of the Canadian Securities Institute (FCSI).  Her experience, education, and empathy will build your confidence in your retirement plans. 

Elaine lives with her husband in Grimsby, Ontario, and enjoys hiking on the Bruce Trail, playing clarinet with the Lincoln Concert Band, and participating in Rotary of Grimsby @Noon.   Elaine’s many passions include tennis, badminton, art, travel, international development, languages, ancestry and history.   

 

Katlin Wyatt B.A.  Photo Katlin Wyatt B.A.  Hover Photo

Katlin Wyatt B.A.

INVESTMENT ADVISOR MANULIFE SECURITIES INCORPORATED

Katlin has been with Manulife since 2016. She is a bright mind, bringing a fresh perspective for Holistic Finance , Goals Based Investing and Debt Management. Her passion to help others manage their investments is one that has extended from her own financial experience and education. 

Diana Kancko Photo

Diana Kancko

EXECUTIVE ASSISTANT

Diana Kancko has served clients and Advisors in Financial Services for over 20 years, and makes sure your accounts are running smoothly.   Diana reviews documents, processes and follows up all account opening, deposits, trades, and transfers.  Diana has good knowledge of securities regulations and requirements and the latest Manulife policies and procedures.  Diana also assists in planning and organizing client events, seminars, and newsletters. Diana prepares for Advisor-client meetings and portfolio reviews, schedules appointments, and answers administrative questions.  If she doesn't have the answer to your question, she will get it for you!

Terry Wyatt Photo Terry Wyatt Hover Photo

Terry Wyatt

EXECUTIVE ASSISTANT

Terry has been working in the financial industry since 1984.

First in the Insurance Industry then moved into a major Brokerage firm.

After starting a family she returned to the work force as an Executive Assistant to David in 1995. She coordinates all administration, servicing and managing client accounts.

Terry ensures that our clients receive an outstanding service experience. She will book appointments for you, and is the first person you should call. If you have any questions she will ensure that the appropriate member of our team responds to your inquiry.