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Real Advice. Clear Vision.

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Collaborative Financial & Retirement Advice for Business & Individuals

LAKEWOOD WEALTH PARTNERS is a full service financial solutions firm offering, financial planning, retirement planning, estate planning, risk management solutions, group benefits and pensions & group RRSPs.

Real Advice. Clear Vision.

With so many financial options available, it can be difficult to figure out what’s right for you. At Lakewood Wealth Partners, you can trust us to help you make informed and confident decisions for your future – based on your life stage needs and financial objectives. 

Our team at Lakewood Wealth Partners believes the advisor/client relationship is a true partnership. We enjoy working with clients who are actively engaged in their finances and we dedicate ourselves to improving your financial wellbeing. While we aren’t actually relaxing by the lake, we do bring a sense of calm stability to your financial picture so you can focus on what matters most to you. From investment strategies to insurance solutions and group retirement opportunities we are here to help you shape the future you envision.


Meet our Team




David Archer Photo

David Archer

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David Archer

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Lakewood Wealth Partners

(519) 664.3066 Ext 205
Fax: (519) 664.2146

David is a principal with Lakewood Wealth Partners and has been in the financial services industry since 2001. He began his financial planning career in 2003 with another leading financial services firm in Waterloo. David is a consummate professional who enjoys working with individuals who like to take proactive steps with their finances.  When not at the office, David can often be found at the rinks and/or sports fields and events with his kids, and enjoys trying to stay active (or keeping up) with his wife.  Passion outside of family includes hockey, golf, baseball, football, or most organized sports. 

DAVID OFFERS EXPERTISE IN EACH OF THE FOLLOWING AREAS.
  • Comprehensive Financial and Retirement Planning
  • Wealth Management Solutions - stocks, bonds, mutual funds, segregated funds, labour sponsored funds, GICs, term deposits, high interest savings
  • Risk Management Solutions - life insurance, disability insurance, critical illness insurance and long term care
  • Corporate benefits programs including pensions & group RRSP's
  • Group Life & Health Benefits
  • Extended Health Care Benefits for individuals
  • Travel Insurance
DESIGNATIONS
  • CFP (Certified Financial Planner)
  • B.A. (Wilfrid Laurier)


Kyler Smith Photo

Kyler Smith

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Kyler Smith

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Lakewood Wealth Partners

(519) 664.3066 Ext 206
Fax: (519) 664.2146

Kyler is a principal with Lakewood Wealth Partners and has been in the financial services industry since 1993.  He began his career in retail banking followed by full service financial planning with another prominent firm in Waterloo.  Kyler is our in-house corporate group benefit and group retirement specialist.  He is a member in good standing with FP Canada and is duly licensed for investment (IIROC) and insurance products.  Kyler enjoys family time with his wife and two children at their cottage, boating, cycling, hockey and golf.

KYLER OFFERS EXPERTISE IN EACH OF THE FOLLOWING AREAS.
  • Comprehensive Financial & Retirement Planning
  • Investment Products - stocks, bonds, ETFs, mutual funds, segregated funds, GICs, term deposits, high interest savings
  • Life Insurance Solutions
  • Disability Income Solutions
  • Critical Illness Insurance
  • Corporate benefit programs including pensions and RRSP's
  • Extended Health Care Benefits for Individuals
  • Travel Insurance
DESIGNATIONS
  • CFP (Certified Financial Planner)
  • B.A. (McGill University)


Mark Healy Photo

Mark Healy

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Mark Healy

Financial Advisor, Manulife Securities Investments Services Inc.
Life Insurance Advisor, Lakewood Wealth Partners

(519) 742.2932
Fax: (519) 742.4028

Mark is a principal with Lakewood Wealth Partners and has been a Financial Advisor since 2004 with Manulife Securities Investment Services Inc. all in the Waterloo region.  Before that, Mark worked for Manulife for several years as an Operations Compliance Manager in their wealth management department. Mark is passionate about developing financial plans tailored to his clients specific goals.  Mark has his Mutual Funds Licence and his Life Insurance Licence. Mark is a proud father of 2 children and lives with his wife Heather in Waterloo.  He enjoys playing hockey and golf and following football.  

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Sarah Lifford

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Sarah Lifford

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Lakewood Wealth Partners

(519) 664.3066 Ext 208
Fax: (519) 664.2146

Sarah is a financial advisor with Lakewood Wealth Partners and has worked in the financial services industry for eight years. Sarah provides investment portfolios, insurance needs analyses and cash flow projections to her clients. She enjoys working with her clients to develop their goals and create a personalized road map to ensure their goals are achieved. She also offers income tax preparation under her tax firm Lifford Tax Services. In her spare time, Sarah enjoys spending time with her family, reading, completing DIY/craft projects and working on her novel. 

SARAH OFFERS EXPERTISE IN EACH OF THE FOLLOWING AREAS:

  • Cash Flow & Budget Analysis
  • Wealth Management Solutions – utilizing stocks, bonds, ETFs, mutual funds, segregated funds, and GICs to design an optimal portfolio
  • Debt Consolidation Strategies
  • Mortgages and Banking Products(Upon referral only)
  • Risk Management Strategies – life, critical illness, disability, health & dental and travel insurance
  • Income Tax Preparation offered through Lifford Tax Services 

DESIGNATIONS

  • B.A. from Wilfrid Laurier University
Angie McNee Photo

Angie McNee

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Angie McNee

Administrative Assistant, Manulife Securities Incorporated
Life Insurance Administrative Assistant, Lakewood Wealth Partners

(519) 664.3066 Ext 206
Fax: (519) 664.2146

Angie has been in the financial services industry for 30 years and joined our team in September 2014.  As an Administrative Assistant, her responsibilities include, maintaining client relationships, handling client inquiries and several other administrative duties.

 She adores her two children Ryan and Emily and her morkie pup Penny.  Angie's enjoys time spent in her garden, her yoga practice, hiking and reading.



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Deb Wettlaufer

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Deb Wettlaufer

Client Sales Assistant, Manulife Securities Investment Services Inc.
Executive Assistant, Lakewood Wealth Partners

(519) 742.2932
Fax: (519) 742.4028

Deb Wettlaufer is the Client Sales Assistant to Mark Healy. She has over 20 years administrative experience and is Life Insurance and Mutual Fund licensed. Her responsibilities range from assisting with meeting coordination and report preparation to managing daily administrative and client service matters. Deb is married with two adult children. She enjoys traveling, jigsaw puzzles and spending time with family and friends.


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Joanne Pentsa

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Joanne Pentsa

Administrative Assistant, Manulife Securities Incorporated
Life Insurance Administrative Assistant, Lakewood Wealth Partners

(519) 664.3066 Ext 201
Fax: (519) 664.2146

Joanne has been in the financial industry for most of her career, specifically in the investment industry for over 20 years.  Joanne joined our office in 2002 as an executive assistant. Joanne’s responsibilities include handling client inquiries, processing paperwork and other administrative issues mainly for Kyler Smith. Joanne is married with 2 children.  Joanne enjoys glamping with her husband, spending time at the gym and winding down with a good book!


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Milana Madzarac

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Milana Madzarac

Administrative Assistant, Manulife Securities Incorporated
Life Insurance Administrative Assistant, Lakewood Wealth Partners

(519) 664.3066 Ext 204
Fax: (519) 664.2146

Milana is our newest team member at Lakewood Wealth Partners. As an Administrative Assistant her role includes handling client inquires and processing paperwork along with other administrative duties. Milana loves to read and recommend books to others. When she's not working you can probably find her nose in a book. Her other passions include swimming, travelling and she has recently discovered her green thumb with indoor gardening.



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LOCATION

283 Northfield Dr E., Unit #15B
Waterloo, Ontario
N2J 4G8

CONTACT

Please see individual advisor for email/phone information.