David Hébert, B. COMM., R.H.U.

Vice President Estate Planning Services

David has been in the financial industry for over 15 years. His work experience includes having recently owned a Tax and Estate Planning company as well as holding different management positions for some of Canada`s largest insurance firms.
It is a background that benefits both individuals and business owners.
David graduated with honors in Finance from the Univeristé de Moncton in 1995.
His career path has included mandates in Moncton, Ottawa, Winnipeg and Montréal.

As a key member of Canaccord’s Wealth Management Team, David’s role is to develop tailored solutions for client’s personal and business situations to achieve substantial current tax reduction, tax-efficient income in retirement, wealth enhancement, and the largest possible estate for loved ones or charity. He also advises on key insurance elements such as Life, Disability, Critical Illness and Long Term Care.*

Elaine Wasserman

Investment Advisor

Elaine has been in the business for over 15 years. Although she specializes in bonds and fixed income, she also has experience in commodities and US Equities. She believes it is important to create a stable and well grounded portfolio. However, equally important is the use of funds to seize opportunities for timely investments. These two strategies should result in superior portfolio returns.

Lori Campbell, CSWP, CSA

Vice President, Wealth Management Services
Eastern Division

Lori is an articulate, insightful Wealth Management Specialist and Coach with fifteen plus years of broad financial industry experience.

She partners with Advisors on an inter-advisory team basis to deliver an outstanding wealth planning experience for individuals, incorporated professionals and business owners; one that ensures their wealth and succession plans are accurately aligned to reflect their values and goals.

Lori regularly engages with Canaccord Advisory teams in a coaching capacity to assist them with successful implementation of strategic business model and tactical changes; keeping Advisors at the fore-front of leading-edge products and services for their clients. She has a passion for motivating others to reach their highest potential and with a thirst for knowledge, pursues ongoing education to continually add value in her role as Vice President, Wealth Management Services at Canaccord Wealth Management.

Lori is an active member in Coachville’s Graduate School of Coaching and the International Association of Coaching (IAC). She holds industry designations as a Chartered Strategic Wealth Professional (CSWP) and Certified Senior Advisor (CSA).

Nicoletta Spedaliere

Investment Advisor Assistant