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Real Advice. Clear Vision.

helping you make Confident decisions for your future.


Meet our Team ➠

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

Our Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

Mark Healy Photo

Mark Healy

Financial Advisor
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Mark Healy

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

(519) 742.2932 Ext. 1   |  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 strategy tailored to his client's specific goals.

Mark has his Mutual Funds License and his Life Insurance License. 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.



Mark's Team


Richard Denomme

Associate Mutual Funds Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Lakewood Wealth Partners

(519) 742.2932 Ext. 1  |  Fax: (519) 742.4028

Richard is an Associate Advisor with Lakewood Wealth Partners, having joined us in October 2019. Before that, Richard enjoyed a 28 year career in the financial services industry, much of that in senior management roles in Investment Operations at Manulife Financial. Richard is licensed for mutual funds and life insurance and is passionate about goals based financial strategies for clients.  He has obtained the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification and is pursuing enhanced training certification with FP Canada.

Richard’s personal interests include golf and vacation travel, but he most values time spent with his wife and two daughters, at home or their lakefront cottage in Port Elgin.

DESIGNATIONS

  • QAFP™
  • B.B.A (Wilfrid Laurier)
  • CFP (Certified Financial Planner)

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.


Ann Hill

Administrative Assistant, Lakewood Wealth Partners

(519) 742.2932  |  Fax: (519) 742.4028

Ann supports Mark Healy in client-facing activities, communications, transactions and coordinating his calendar and meetings. Ann has an extensive background in client services, project management, training, and organizational development. When asked “What do you do?” Ann usually says, “Whatever it takes”.

Ann lives in Conestogo and tries to visit her two adult daughters (in Barrie and Vancouver) whenever she can. Ann volunteers with several local and national organizations, is a former dance instructor and when the weather is good, can be found cycling or dragon-boating.

Kyler Smith Photo

Kyler Smith

Senior Financial Advisor
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Kyler Smith, CFP, B.A.

Senior 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)


Kyler's Team


Joanne Pentsa

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

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

Joanne Pentsa is the Executive Assistant to Kyler Smith.  She 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 and her responsibilities include handling client inquiries and many other administrative duties.   Joanne is married with 2 adult children and a fur baby! Joanne enjoys glamping with her husband, spending time at the gym and winding down with a good book.

David Archer Photo

David Archer

Financial Advisor
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David Archer, CFP, B.A.

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)

David's Team


Alana Jamieson

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

(519) 664.3066 Ext 203
Fax: (519) 664.2146

From travel insurance, individual insurance, annuities, and other financial products, as well as project planning and analysis, Alana has 30 years of experience in the insurance industry. As an Executive Assistant, her role includes handling client inquires, meeting coordination and preparation, along with multiple administrative duties. Alana loves to travel, garden, practice yoga, and swims regularly with her family. When not at work, she runs a busy household and is married with two children and two dogs.


Linda Thomson

Administrative Assistant, Manulife Securities Incorporated

(519) 664.3066 Ext. 214
Fax: (519) 664.2146

Linda has joined Lakewood Wealth Partners in early 2022 after a long extended parental leave and is very happy to be back in the investments industry, this time serving private clients. She assists Dave Archer by processing trades, documents, and other administrative duties. When not at work, she enjoys spending time with her husband and daughters at the cottage, ski hill, rink or volleyball court.


Angie McNee

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

(519) 664.3066 Ext 204
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.

Mathew Scherer Photo

Mathew Scherer

Mutual Funds Advisor
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Mathew Scherer

Mutual Funds Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Manulife Securities Insurance Inc.

519.742.2932 ext. 2  |  Fax: (519) 742.4028

Hello! My name is Mathew Scherer and I have been helping clients shape their financial goals and strategies for almost 3 decades! After 20 years at the firm I began my career at, I moved my practice to Manulife Securities Investment Services Inc., in 2014. 

Having grown up in Cambridge, I continue to live in the Waterloo region with my wife and daughter. 

I am proud to be able to work with clients across Canada in Ontario, British Columbia, Alberta, and Nova Scotia currently! 

I enjoy most sports having played hockey most of my life, was a ski and snowboard instructor, and was a nationally ranked short and long track speedskater into my mid-twenties. 

I continue to play hockey, and enjoy boating, golf and have recently become an F1 racing fan with cars being a big interest of mine.

  • Comprehensive Financial and Retirement Strategies
  • Wealth Management Solutions - 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

Get informed

Get in touch with us today!


Our Location

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