A Collaborative Approach

At Weekes Wealth, our team has the expertise and experience to address the unique and evolving needs of our clients.  We ensure our clients benefit from a collaborative approach with our integrated network, which includes access to professionals such as accountants, tax and estate lawyers, private bankers and lending specialists.

Our Leadership

Ralph Weekes

CFP, BA (Economics)

Senior Investment Advisor

Matthew Weekes

CFP, RRC, BComm (Hons.)

Investment Advisor

David Weekes

CFP, CIM, BComm (Hons.)

Investment Advisor

Ralph Weekes

CFP, BA (Economics)

Senior Investment Advisor

Ralph has been a trusted financial advisor within the industry for over 40 years. Growing up on the beautiful island of Barbados, Ralph emigrated to Canada in 1974. After a couple of odd jobs, Ralph began his financial career originally as a mutual funds salesman in 1976 at an investment firm. Ralph worked for over 40 years at this investment firm building a practice as a financial advisor.  Throughout that time, Ralph climbed the ranks, eventually becoming one of the leading lifetime producers at what grew to be one of Canada’s largest wealth management firms. In 2019, Ralph came out of his retirement to join his two sons and together they operate and manage Weekes Wealth – a private wealth management practice at Mandeville Private Client Inc.

Ralph has been a keynote speaker at investment, financial planning and medical industry conferences across Canada and globally. Ralph’s passion for sharing knowledge stems from his early school teaching days in Barbados. Ralph is an accredited Certified Financial Planner which is the premier designation for financial planning worldwide. 

Matthew Weekes

CFP, RRC, BComm (Hons.)

Investment Advisor

Matthew began his career as a financial planner in 2009.  Similar to his brother, he had been around the family business since he was a child and had always been intrigued by the advisory industry. Matthew managed his own practice for nine years. In 2017, Matthew merged his wealth management practice with his brother David while at the previous investment company. In that same year, they qualified for President’s Academy, which recognizes the top 1% of consultants based on new business. To put that in perspective, the previous firm had over 3,300 consultants and associates.  In 2019, their father Ralph came out of retirement and together they operate and manage Weekes Wealth – a private wealth management practice at Mandeville Private Client Inc.

Matthew holds an Honours Bachelor of Commerce from McMaster University and is a Certified Financial Planner as well as Registered Retirement Consultant.

David Weekes

CFP, CIM, BComm (Hons.)

Investment Advisor

David has been around the wealth management business his entire life. In 2011, he became a consultant at a previous investment firm and managed his own practice for seven years. In 2017, David merged his wealth management practice with his brother Matthew while at the previous investment company. In that same year, they qualified for President’s Academy, which recognizes the top 1% of consultants based on new business. To put that in perspective, the previous firm had over 3,300 consultants and associates. In 2019, their father Ralph came out of retirement and together they operate and manage Weekes Wealth – a private wealth management practice at Mandeville Private Client Inc.

David holds an Honours Bachelor of Commerce from McMaster University and has completed the following programs: Chartered Investment Manager, Certified Financial Planner, Portfolio Management Techniques, Advanced Investment Strategies, and Wealth Management Essentials for Financial Planners.

Client Services

Sherry Tattrie

Executive Assistant

Victoria Weekes

Executive Assistant

Sanarya Shawket

Executive Assistant

Jow Jowlabar

Executive Assistant

Sherry Tattrie

Executive Assistant

Sherry leads the execution and administration within the practice and provides clients and their accountants with timely administrative services. Sherry’s wealth of knowledge from complex estate settlement administration to ensuring proper house-holding of accounts makes her an invaluable asset to the practice. Previous to joining Ralph in 2016, Sherry was an executive assistant as well as a bookkeeper for many years. Sherry’s known for her ability to constantly exceed clients’ expectations.

Victoria Weekes

Executive Assistant

Victoria plays an integral role to the day to day management of the practice. Whether preparing client files before meetings, or coordinating upcoming client events, Victoria’s exceptional organizational skills and hard work ethic keep the practice running very efficiently. Previous to joining the practice, Victoria was a English teacher at Glendale Secondary School in Hamilton, Ontario for 28 years. Victoria graduated from McMaster University obtaining her Bachelor of Arts.

Sanarya Shawket

Executive Assistant

Sanarya coordinates all client meetings and handles the majority of communication and scheduling on behalf of the practice.  Sanarya always ensures all client inquiries are addressed promptly, which demonstrates her effort to regularly exceed client financial planning and administrative expectations. Whether setting up client online account services, or administering client educational accounts, Sanarya always operates in meticulous detail. Sanarya joined the Weekes team in 2017. Prior to that, she worked in the financial services industry both in the advisory role as well as an assistant. Her experience in both roles helps create a great client experience and she is an invaluable asset to the practice.

Jow Jowlabar

Executive Assistant

Jow oversees the entire day to day operations of the practice and coordinates with all the team members to ensure exceptional client services. Essentially Jow keeps the office running smoothly. From handling client trades to addressing client account inquiries, Jow is a critical part of the client experience. Prior to joining the Weekes team in 2017, Jow worked in the investment advisory capacity and is a graduate of McMaster University. In addition to a Bachelor of Arts degree, Jow also successfully completed the Canadian Securities Course (CSC), mutual funds license (IFIC), and insurance license (LLQP).

Partnering with a Global Leader

SAFETY AND SECURITY

Mandeville Private Client (“Mandeville”) holds your assets in custody with Fidelity Clearing Canada, ULC (“Fidelity”), a leading carrying broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC)

STRENGTH AND CONFIDENCE

Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients. Fidelity is backed by the strength and confidence of the largest brokerage platform in the United States, Fidelity Clearing and Custody Solutions (“FCCS”). As the largest brokerage platform in the United States, FCCS serves over 3,950 clearing and custody firm clients, representing $3.7 trillion in assets under administration and more than 6 million accounts.