Your Team

The team that best suits your financial needs

Clients’ Edge Wealth partners with Manulife Wealth to support the financial needs of clients across the Greater Toronto Area and Southern Ontario.

As independent Investment Advisors, we operate our team and work closely with our dealer Manulife Wealth, a division of Manulife, one of the largest insurance and wealth management companies in Canada.

We are a dedicated and highly skilled team that excels at helping clients build, grow and preserve their wealth. Whether you’re just beginning your wealth-building journey or planning a legacy for generations to come, we can help you reach your destination with confidence and peace of mind.

John Gleeson, B.Com., CPA, CA, CFP®, TEP, FEA, CIM®, CLU

Senior Investment Advisor, Clients' Edge Wealth/Manulife Wealth Inc.

John's solid educational background, combined with his strong interest in people and the financial services industry, results in balanced, well-founded decisions for his clients and colleagues alike.

He holds many professional designations, and is a strong believer in the merits of professional development. Seldom content with the status quo, John enjoys examining situations from a “what if” perspective.

John graduated from Queen's University with a Bachelor of Commerce with Honours. He then worked for 10 years with KPMG, a leading international accounting and tax firm, before redirecting his career toward wholistic wealth planning services for individual and corporate clients. John has a keen interest in charitable giving as well as estate planning, creation, administration and taxes.

Proud of his roots in Lindsay, Ontario, John never loses sight of the people and personalities behind each client file.

Robert New, B.Com., CIM®

Investment Advisor, Clients' Edge Wealth/Manulife Wealth Inc.

An experienced, innovative advisor who provides his clients with personalized attention and consistent service, Rob New joined Clients’ Edge Wealth in 2023. Committed to the success of his clients, Rob prides himself in providing financial advice with a long-term outlook. Rob loves connecting with his clients and their families to understand their goals, needs, and help them achieve financial success.

Rob is a graduate of King’s College at Western University with a Bachelor of Management and Organizational Studies (Finance Specialization – BMOS). His passion for personal connections, customer service and the financial markets led him to a decade-long career at the world’s largest private asset manager where he was a VP of Sales and Marketing. During his tenure, Rob worked with many financial advisors as a trusted consultant and investment professional for their businesses.

Rob lives in the Beaches in Toronto with his wife (Katie) and two sons (Charlie and George). When not in the office, he can be found with Charlie and George on the golf course or in the hockey arena.

Nicole Loveman

Investment Advisor, Clients' Edge Wealth/Manulife Wealth Inc.

Nicole started her career in the investment industry in 1997. Over the years, Nicole has held leadership roles overseeing financial operations, supporting advisors and managing compliance responsibilities. Today, she continues to focus on providing clients with comprehensive financial guidance.

In her spare time, Nicole can be found spending time with her husband (Peter) and two girls (Paige and Paityn).

Meet the Team

The team that best suits your financial needs

John Gleeson, B.Com., CPA, CA, CFP®, TEP, FEA, CIM®, CLU

Robert New, B.Com., CIM®

Nicole Loveman