Our Team

our team

Vision

Caledon Hills Private Wealth, aims to be the most renowned and respected full-service wealth management firm in Caledon. Our specialized knowledge and expertise combined with our impeccable customer service record makes clients confident and comfortable to the point that they want to share their experience with friends and family. Using a unique Wealth Creation and Preservation system to encompass comprehensive financial planning, we bring advanced wealth management to Caledon in a simplistic rural feel.

Share Your Experience With Us

Click on each picture below to learn more about how the Caledon Hills Private Wealth Team can assist you!

Shane Nixon, CFP®, CIM, CLU, BBA (Hons)

Portfolio Manager
Senior Wealth Advisor

Beth Blackmere

Associate Investment Advisor

Tracy Hellquist

Administrative Assistant

Kimberly Seipt, EPC, CHS, RIBO

Senior Investment Advisor

David Hagenow

Wealth Advisor