Where will your investments take you? To us there are no foreign markets.™ The Dallimore Group provides strategic financial planning advice to meet the diverse needs of our private and corporate clients – and we have been committed to delivering expert guidance and exceptional service for more than 35 years. Our experience is your advantage Our services We help our clients attract value in a complex and volatile financial environment by providing honest, professional and custom-tailored investment and advanced planning solutions. The Dallimore Group gives you access to a full range of integrated solutions, including specialized services for business owners and corporate clients, customized to meet your unique circumstances. We work with our wealth and estate planning partners to deliver coordinated advice in key areas that matter to you: Are you an individual seeking to create, build, protect or gift wealth? Do you represent a business looking to manage assets, facilitate expansion or access specialized expertise? Either way, The Dallimore Group will identify the best opportunities for you to achieve your objectives while comfortably and confidently mitigating risks. Investment Solutions Financial Planning Retirement Planning Wealth Protection Insurance* Wealth Transfer Corporate Finance Research Legacy Planning Succession Planning THE DALLIMORE GROUP canaccordgenuity.com *Services provided by Canaccord Estate Planning Services Ltd. A DIVISION OF CANACCORD GENUITY CORP., MEMBER – CANADIAN INVESTOR PROTECTION FUND The Dallimore Group To us there are no foreign markets.™ Our Team Tom Dallimore Senior VP, Senior Investment Advisor Nadia Iskander, CIM, FCSI VP, Investment Advisor Michael MacPherson, B.Comm Associate Investment Advisor With over 30 years of experience, Tom Dallimore brings diverse product knowledge combined with his expertise in portfolio evaluation and institutional services to his role of Senior Vice President and Senior Investment Advisor. Nadia Iskander is the driving force behind the Dallimore Group’s capacity to provide insurmountable performance and service to private clients, business owners, and entrepreneurs. A seasoned financial professional with over 24 years of industry experience, Nadia is committed to value-centered investment management. Michael MacPherson is responsible for client relations at the Dallimore Group. Michael holds a Bachelor of Commerce degree from the University of Western Ontario. He began his career in the corporate communications sector in the UK, before spending three years handling derivatives transactions for an investment dealer in Vancouver, experiences which taught him about both national and international capital market structures. Michael is an essential part of delivering the Dallimore Group’s exemplary client service. Tom monitors changing market trends to make informed and timely investment decisions and ensure diversification and portfolio balance. He is a recurring member of Canaccord Genuity Wealth Management’s Chairman’s Club, which recognizes the Dallimore Group as a Top 20 Canadian advisory practice. Nadia holds the Chartered Investment Manager (CIM) designation, as well as the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, awarded to financial services professionals who have met the most exacting standards of industry experience. Contact Us About Canaccord Canaccord Genuity Wealth Management is a premier global, independent wealth management firm. We focus on helping successful families reach the coordinates that define their life goals. To achieve this, we search the globe for investment opportunities, and deliver targeted long-term and near-term investment strategies for clients in Canada, Australia, the U.K. and Europe. To us there are no foreign markets.™ Canaccord advisors are entrusted with more than $25 billion* in assets under administration and management. With access to the Complete Canaccord full range of investment options and financial, estate and insurance planning services**, our advisors are committed to providing clients with a broad array of solutions to simplify their busy lives and realize their desired investment outcomes. * Administered and managed by Canaccord Genuity Wealth Management in Canada and affiliated operating companies of the Canaccord Genuity group worldwide. ** Offered through Canaccord Estate Planning Services Ltd. The Dallimore Group T:416.867.4545 TF:800.382.9280 E:[email protected] Brookfield Place 161 Bay Street, Suite 2900 Toronto, ON M5J 2S1 THE DALLIMORE GROUP
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