Headquarters:

Suite 1100, 410 22nd Street East, Saskatoon, SK S7K 5X2

Year founded:

2021

Number of employees:

Phone:

639 638 3482

Email:

marni.harvey@wellington-altus.ca

Website:

advisor.wellington-altus.ca/hmprivatewealth

LinkedIn:

https://www.linkedin.com/company/85886607/admin/dashboard/

“Unlike the standard 60/40 balanced portfolio, we allocate approximately 20 percent to real estate and 20 percent to private equity, following the asset allocation strategies of large pools of assets like pensions and endowments in the US. This approach is a key differentiator in how we manage our clients’ money”

Krissy Morrison, Harvey Morrison Private Wealth

Marni Harvey

Senior Investment Advisor

Krissy Morrison

Senior Investment Advisor

Helen Rose Sedigo

Social Media Manager and Client Care Manager

Leadership

Marni Harvey began working in the financial services industry in 2002 after graduating from the University of Saskatchewan with a B. Comm (Hons) degree, majoring in finance, and then obtaining her Certified Financial Planning (CFP®) designation. She is passionate about research and education and works to incorporate both into each client experience through a thorough understanding of the clients’ goals and objectives, as evidenced by recently obtaining her Chartered Life Underwriter (CLU®) designation. In her spare time, she enjoys spending time with her friends and the loves of her life, her husband and their two children, Haley and Grayson.

Senior Investment Advisor

Marni Harvey

Krissy Morrison graduated in 2006 from the University of Saskatchewan with a Bachelor of Commerce degree, major in finance. She began working in the financial industry immediately after and has continued to broaden her education by obtaining her Certified Financial Planning (CFP®) designation. Her broad wealth of experience across the industry contributes to her expertise in clients’ wealth considerations. Outside of work, Morrison is involved in her children’s school and sporting activities. She loves to travel with her family, focus on fitness, and relax at the lake.

Senior Investment Advisor

Krissy Morrison

Helen Rose Sedigo lives in the Philippines and has worked for Vision Systems since November 2022. She has a Master of Education (M.Ed.) in Administration and Supervision. Sedigo set up Vision Systems’ LinkedIn, YouTube, Facebook, X, and Instagram accounts, and manages daily posts based on the company’s “Take Your Financial-Planning Business to the Highest Level” email series. Recently, she has also assumed the role of client care manager, responsible for managing prospective clients through Vision Systems’ demo process and new clients through the onboarding process.

Social Media Manager and Client Care Manager

Helen Rose Sedigo

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

Leadership

Mahabub Rabbani Bhuiyan

Website Programmer

Mahabub Rabbani Bhuiyan lives in Bangladesh and has worked for Vision Systems since May 2020. He has a Bachelor of Business Administration (BBA), with a major in Management Information Systems. Mahabub built and maintains the company website, including a directory and links to over 50 training videos, and a complete client database that can be searched and manipulated in several ways. Registration forms for the email “nurturing” campaign are integrated with Constant Contact and “book” buttons are integrated with Calendly.

Website Programmer

Mahabub Rabbani Bhuiyan

Mike Zegers

Vice President, Strategy and Business Development

Mike Zegers leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy, and investment services, he leverages his experience in driving forward solutions for firms as part of a collaborative approach. Having more than a decade of experience with a large financial institution, coupled with more than 10 years at Infinite, Mike focuses on what clients need based on his product and industry knowledge. He is passionate about exceeding client expectations from day one.

Vice President, Strategy and Business Development

Mike Zegers

Harvey Morrison Private Wealth at Wellington-Altus Private Wealth aims to attract like-minded individuals with diverse backgrounds and perspectives to address the challenges facing their clients and the greater wealth industry. The firm offers a wide portfolio of services due to the diverse abilities of its leaders:

“We have been using alternatives long before they were deemed an asset class and became fashionable. We are ahead of the curve and our clients recognize and appreciate this”

Marni Harvey, Harvey Morrison Private Wealth

Steve Flamand

Executive Director of Product, Corporate, IT and Digital Strategy

Kirk Merrett

Director, HR and Administration

Michael Ricciuto

Director, Safety and Compliance

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

As the executive director of product, corporate, IT and digital strategy for HAC, Steve Flamand oversees the product portfolio life cycle activities, pricing and packaging strategies, research and forecasting functions, and the development of short- and long-term business plans. He is also responsible for Hyundai Canada’s IT and Connected Digital Experience divisions, which was established with the aim of creating industry-leading customer purchasing and ownership experiences with a complete digital transformation that will introduce new business processes. This also includes a heightened focus on retaining customer loyalty through technological innovations across a number of platforms. Flamand has 30 years of experience in the automotive industry working for both domestic and import brands in positions around the globe. He has a proven international track record of creating and building leading concepts, pioneering new business opportunities, acting upon consumer insights, and responding to market trends. Prior to joining Hyundai Canada in 2018, Flamand worked for General Motors for 25 years in a variety of product and portfolio planning, program management and strategy roles across Canada, the United States, Europe, and Asia.

Executive Director of Product, Corporate, IT and Digital Strategy

Steve Flamand

Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance. Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada. Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.

Director, HR and Administration

Kirk Merrett

Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies. Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada. Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.

Director, Safety and Compliance

Michael Ricciuto

Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.

Partner

Kimi Shah

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.” Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”

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We welcome those from a variety of backgrounds to help strengthen our Nation, and your career. With a wide range of opportunities, a rich heritage, strong core values, and extraordinary benefits, you’ll find a place to forge a career and be a force for positive change. When you work for the Choctaw Nation, you’re seen as a member of a family. We constantly strive to improve the health and happiness of our Choctaw associate family and their dependents through our exceptional benefits and resources, which include access to employee health clinics (these function like free urgent care clinics), 12 Choctaw Nation Wellness Centers, a tuition reimbursement program, and a 401(k) retirement plan with employer match.

The comments and opinions expressed in this newsletter are solely the work of LePoidevin Group, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp’s. Research Department. Accordingly, they should not be considered as representative of Canaccord Genuity Corp’s. beliefs, opinions or recommendations. All views expressed in this newsletter are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. All information is given as of the date appearing in this newsletter, is for general information only, does not constitute legal or tax advice, and the author LePoidevin Group does not assume any obligation to update it or to advise on further developments related. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness is not guaranteed, nor in providing it do the author or Canaccord Genuity Corp. assume any liability. CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC).

Marni Harvey whose expertise lies in investment knowledge, portfolio construction, and tax planning. Krissy Morrison contributes skills in financial planning, portfolio construction and ensuring a seamless client experience.

Their vision has created a team that differentiates itself from the market in two key ways:

1. Five-Star Service

Marni says, “We say please and thank you, show up on time, finish what we start, and do what we say we are going to do. This straightforward concept is challenging for many to execute consistently, but it is a core value for us. Our team is here because of our clients and share a commitment to exceptional service.”

2. Institutional-Style Investing

Krissy adds, “Unlike the standard 60/40 balanced portfolio, we allocate approximately 20% to real estate and 20% to private equity, following the asset allocation strategies of large pools of assets like pensions and endowments in the U.S. This approach is a key differentiator in how we manage our clients' money.” The team joined Wellington-Altus Private Wealth, allowing them to strengthen its alternative investment strategies. “Being a part of Wellington-Altus Private Wealth enables us to offer our clients a variety of investment options that may be suitable for their needs,” explains Marni. “We have been using alternatives long before they were considered an asset class and became fashionable. We are ahead of the curve-something our clients recognize and appreciate.” This speaks to Harvey Morrison’s target clientele, which includes professionals, business owners, and centres of influence. They believe their skillset is particularly well-suited to helping these individuals achieve their financial goals and navigate complex financial landscapes. High levels of service and focused investing standards are maintained as a result of the team’s strategic decision to limit new client intake to 10 per year. “This ensures that each client receives personalized care and that the team has the capacity to effectively serve them. Despite this limit, the team remains committed to growth and aims to expand its practice while continuing to offer clients access to exclusive investment opportunities,” comments Krissy.

Personalized experience: From the initial discovery meeting to ongoing portfolio reviews, they prioritize understanding and addressing clients' unique needs. Clear and actionable advice: They provide guidance at every step of the financial journey, ensuring clients feel secure and confident about their financial futures.

Diversified portfolios: Allocate 20% to real estate and 20% to private equity, inspired by large institutional investors like pensions and endowments. Additional asset classes: Beyond the standard equity and fixed income asset classes, the team includes private equity, private real estate, and structured products. Reduced volatility, higher returns: Their strategy aims for lower volatility and quicker recovery after market downturns, leading to higher overall returns.