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