Hewson Wealth Partners of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Collingwood, ON

Hewson Wealth Partners of RBC Dominion Securities

Building confidence in your financial future through exceptional service and professional advice

Guiding you along your financial journey, one step at a time.

At Hewson Wealth Partners, we empower our clients to build confidence in their financial futures through exceptional service and professional advice. To that end, with a dedicated team as your guide and the extensive resources of RBC at your disposal, we design a clear financial plan backed by comprehensive wealth management solutions that support your dreams, safeguard your legacy, and get you closer to where you want to be with every step.

Our team

The right people to plot your path

Handpicked for their expertise and sharing in the values of honesty, integrity, and respect, each member of our team truly enjoys being able to help our clients and provide them with the support they need as we plot the path towards their goals. We are happy to go above and beyond to make sure that you feel safe and secure in your financial plan, and that you leave us each time feeling more informed and confident as we navigate the road of your wealth journey.

David Hewson

Senior Portfolio Manager & Wealth Advisor

Helen Soares

Associate

Nicole Keegan

Associate Advisor

Martin Schultz

Associate Wealth & Investment Advisor

Andrew Berriault

Associate

David Hewson and his team consistently deliver the highest level of service to their clients with authenticity and integrity at the core of everything they do. David is a tremendous advisor who upholds the values of RBC Dominion Securities and is dedicated to helping clients and their families achieve their long-term financial goals.

— David Agnew, CEO, RBC Wealth Management Canada

Our strategy

Standing by our investment strategy for long-term results

Our team is committed to two things: our clients and our investment strategy. For over two decades, our investment strategy has led us through difficult economic times and has proven to be a reliable foundation for building successful roadmaps to your future. As we continue to construct customized, goal-oriented portfolios, we will continue to have faith in our principles of maintaining objectivity, managing risk, and rules-based investing.

An older couple sitting on a couch, talking to advisor who is out of frame.

Maintaining objectivity

Rather than following investment trends, we take the time to meticulously research stocks and sectors in order to provide you with sound, unbiased advice.

The Hewson Wealth Partners team in a meeting.

Managing risk

We can’t foresee everything but do our best to be prepared for anything. By identifying your goals and prioritizing your needs, we are better positioned to plan and adapt to any unforeseen circumstances that come our way.

Rules-based investing

Our systematic approach is structured to outlast trends, navigate market fluctuations, and help you secure stable, long-term results. That being said, we focus on:

Active asset allocation

to adjust equity exposure based on our research and your level of risk tolerance.

Sector bias

to differentiate our holdings and better protect and focus your capital.

Stock selection

to find the best companies that reflect your values and suit your objectives.

We were looking for an advisor to help us meet our retirement goals. A family member recommended David Hewson and his team, and we met with them in the summer of 2019. Since then, Hewson Wealth Partners has been managing our investment portfolios and Martin has been our financial planner, providing us with excellent service and helping us to meet our financial goals and early retirement plans.

— Jo-Anne L., client

I couldn’t be more pleased with the exceptional work my investment team at Hewson Wealth Partners has done in diversifying my portfolio after my retirement over fifteen years ago. They have ensured my investments consistently performed in line with, or even above, market expectations. When it came time to fund my overseas house construction, they were efficient and quick in providing the necessary support.

— Diana B., client

It has been a real pleasure over the years to interact with Helen Soares, both in person and virtually, as a key member of David Hewson’s team. Whenever we have had time-sensitive, portfolio-related questions, Helen is always able to answer them professionally, in a timely fashion, with kindness, efficiency, and knowing when to ask other members of the team for help.

— Jay R., client

A red Muskoka chair on a dock overlooking a calm lake.

Our services

Wealth management services that go beyond investing

At Hewson Wealth Partners, we believe that financial planning and financial literacy go hand in hand. As we listen to your concerns and learn about your dreams, we proudly offer ourselves as a source of knowledge and support, and work hard to develop a wealth management plan that eases your concerns and instills confidence in your path forward.

Our process

Discover

After learning about you and listening to your concerns, we will construct a plan that aligns with your short-, medium-, and long-term goals.

Propose

Tailored to your specific requirements, we will carefully craft comprehensive wealth management solutions to cater to your unique situation.

Implement

As we initiate your plan, we will connect you with our extended team of RBC partners for any additional services you may require.

Monitor

We believe trust is built on consistency and transparency. As we monitor your portfolio, you will be informed of any updates or changes that require attention.