Welcome

Success is a team effort. Our exceptional wealth management group specializes in investing and financial planning for business owners, professionals and families.

Your wealth is our priority, and our expertise – let’s reach your goals together.

Offering years of expertise as well as excellence in client care, the Monteith Oldfield team is dedicated to your success. Our team of exceptional wealth management professionals can help preserve and grow your wealth through strategic, personalized financial services.

About Scotia Wealth Management About ScotiaMcLeod


Meet our team

You’re ambitious, dedicated and hardworking – and so are we.

We work with a wide range of clients, from new business owners to established professionals and the retired, and often deal with multiple generations. Our team gets to know each client on a personal level, developing genuine relationships that stand the test of time. We work with transparency, integrity and discretion, supporting our clients as new opportunities and challenges arise. It’s this commitment to clients that allows us to truly understand their needs and reach their goals, no matter what life throws at them.

We may be financial professionals who show up to work in suits, but our office is anything but bland. Our dynamic, collaborative and energetic team is second to none – we love what we do, and we do it well. With decades of experience across all areas of personal and corporate finance, we have earned the trust of clients across Simcoe County and beyond. We work hard for you, and enjoy doing it – after all, it feels good to make a difference.

Managing your wealth

Don Monteith

Senior Wealth Advisor

Don Monteith

Don Monteith has been a part of the Scotiabank since 2004, and has worked with Graydon Oldfield for over a decade.

Together with the rest of the Monteith Oldfield team, Don provides disciplined, value-oriented financial services and highly personalized client care. A former business owner with a passion for money management, Don excels in using options to reduce volatility in portfolios and increase income, and is highly skilled in risk management. Don worked on an institutional trading desk for four years before joining Scotia, and utilizes this experience to achieve his clients’ investment goals. He enjoys the busy, ever-evolving world of finance, and is grateful for the relationships he has built with many long-time clients. A keen learner who is always striving to build upon his skills and knowledge, Don is currently working toward his CIM designation.

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Graydon Oldfield

Senior Wealth Advisor
Associate Director, Wealth Management

Graydon Oldfield

Graydon Oldfield has worked in finance since 1999, when he first joined ScotiaMcLeod.

A dedicated wealth advisor with a genuine commitment to his clients and his team, Graydon is passionate about investing, income generation, and client care. Prior to starting his career in finance, Graydon had a successful career in the business world. This valuable experience allows Graydon to truly understand his client’s needs and goals, particularly those in professional or business ownership roles. Along with his colleagues at Monteith Oldfield and Scotia Wealth Management, Graydon provides thorough, comprehensive financial services that are uniquely tailored to each client. He is passionate about investing, and is currently working toward his CIM designation.

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Marg Sergi

Associate

Marg Sergi has been a part of the Scotiabank for over 20 years, and is pleased to be a part of this high achieving, synergetic team.

She has completed the CSC and PFP courses through the Canadian Securities Institute, and excels in working with clients to identify and meet their goals. Marg provides exemplary client care, and is an excellent support to both colleagues and clients of the group. She truly enjoys connecting with clients and their families, and values the many relationships she has built over the years. An organized, detail-oriented administrator, Marg is a great asset to Monteith Oldfield Financial.

A long-time resident of Barrie, Marg has been married for over 30 years and has two children. She enjoys gardening, reading, walking the family dog, and enjoying the wonderful lifestyle that Simcoe County offers.

Joel Kitchen

Senior Associate

Joel Kitchen is an organized, solution-oriented member of the Monteith Oldfield team who excels in administration, communications and client care.

Joel attended Canisius College in Buffalo, NY on a hockey scholarship, earning a Bachelor of Science degree. He has completed the CSC, CPH, and IRT courses through the Canadian Securities Institute, and is currently taking the WME certification. Joel enjoys working as part of a collaborative, ambitious wealth management team, and contributing to the success of Monteith Oldfield clients.

Joel was born and raised in Orillia and lived in Toronto for several years before moving to Barrie in 2014. He and his wife, Justine, have a dog named Harvey, and enjoy working on DIY projects around the house. Joel often quotes Red Green, “if they can’t find you handsome, they might as well find you handy”. Joel is an avid athlete and outdoorsman who cycles, plays golf and hockey, and regularly visits the gym. He has volunteered with the Brick Campaign Golf Tournament, which raises funds for The Seasons Centre for Grieving Children.

Wanda Lemay

Assistant Branch Administrator

Wanda Lemay has over 20 years of experience in administration and client service, and is a valuable member of the Monteith Oldfield team.

She is known for providing efficient, thorough care to clients, and for being an excellent support to her colleagues at Monteith Oldfield and Scotia Wealth Management. Wanda loves interacting with clients, and takes great satisfaction in resolving their inquiries in a timely manner.

Originally from Toronto, Wanda has lived in Barrie since 1990. Her family includes two grown children, twins Matthew and Megan, as well as boyfriend Nick and the family dogs, Ayla and Saphira. Wanda is an active volunteer at Roberta Place, where her mother resides. In her leisure time, she enjoys biking, walking, going to the gym, and camping.

Ben Murphy

Insurance Consultant

Ben Murphy

Ben provides clients with ideas to preserve wealth, facilitate multi-generational wealth transfer, tax planning and income security through insurance-based strategies.

Ben joined ScotiaMcLeod in December of 2007 and has fourteen years of experience in the insurance industry, including working as an independent agent with a national insurance company. Ben has an education in Sales and Marketing/Advertising, is Life licensed in Ontario and is working towards obtaining his Certified Financial Planning designation.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Our services

Our services

We focus on providing wealth management solutions in addition to our core investment management services.

We have a disciplined philosophy and process rooted in real world knowledge and experience with outcomes designed to stand the test of time and markets.

Services provided

We provide clients with comprehensive investment management utilizing a customized approach to their asset allocation in accordance with their individual needs, tax situation, and risk tolerance.

We have extensive knowledge in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.

Insurance is a part of any well thought out financial plan. Protecting one’s assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Maximizing one’s estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

A dedicated Private Banker is your single point of contact and will create a suite of services including transactional banking support, strategic borrowing solutions and a customized investment line of credit as part of a comprehensive wealth management strategy.

Private banking services are provided by The Bank of Nova Scotia.

One of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.

 

Latest news

Here’s What We’re Thinking

Weekly Update

Written by Nitin Manohar
May 30, 2018

Markets will have to digest a flurry of important event risk and developments over the coming couple of weeks including February U.S. labour data (3/10), a Federal Reserve interest rate policy meeting (3/15), Netherlands’ national election (3/15), Pres. Trump’s budget submitted to Congress as well as negotiations over debt ceiling (Mar. 16), UK could invoke Article 50 triggering Brexit negotiations & European summit (3/9-10), China NPC & economic policies/targets (3/9), G20 finance officials meeting (Mar. 17-18), and a Trump/Merkel meeting (3/14). Of particular importance, FOMC members have been suggesting that the committee is ready to hike rates next week, a signal that investors’ confidence in an improving economy is well-placed (the market has priced in a full rate hike).

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Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

Get Directions from Google Maps

44 Collier St., 2nd Floor
Barrie, Ontario
L4M 1G6, Canada

+1 800.265.3161
705.725.0355

Contacts
NamePositionPhone
Don MonteithSenior Wealth Advisor705.725.4723
Graydon OldfieldSenior Wealth Advisor705.725.4725
Marg SergiAssociate705.725.4720
Joel KitchenSenior Associate705.725.4733
Wanda LemayAssistant Branch Administrator705.725.4729