Our team
Clients’ Edge Wealth with Manulife Wealth services the wealth management needs of clients in 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 Inc, one of the largest insurance and wealth management companies in Canada.
We are a dedicated and highly skilled team that excels at helping clients built, 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
SENIOR INVESTMENT ADVISOR
B.Com., CPA, CA, CFP®, TEP, FEA, CIM®, CLU
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 is a member of various professional associations, 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 insurance and financial 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
INVESTMENT ADVISOR
CIM®
An experienced, innovative advisor who provides his clients with personalized attention and exceptional 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). He started his career in the financial services industry in 2011. 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 hundreds of financial advisors as a trusted consultant and investment expert 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
Nicole started her career in the investment industry in 1996 at Midland Walwyn. Continuing this path, two years later Nicole joined an Advisor organization where she worked as an assistant for the next 5 years. During this time, Nicole learned both the day-to-day operations and theory of the investment and insurance businesses, culminating in Nicole becoming mutual fund licensed in 2002.
In 2002 Nicole joined Barakett and Associates, where she assumed the role of Mutual Fund Branch Manager. In 2004, Nicole obtained her branch manager’s qualifications and became the Manager of Life Insurance and Mutual Fund Operations with Barakett, working with approximately 150 active advisors.
In 2006, when B.Comm Financial (formerly Barakett and Associates) was sold, the mutual fund branch moved to the ownership of John Gleeson. This allowed Nicole and the Advisors to continue their valued working relationship.
In 2014 Nicole and John were approached to become the succession plan for a few advisors in the branch. They took this opportunity to expand their operations and work with the advisors to transition the clients under their management. They have continued to purchase other advisors’ books and have been working together to provide clients with a wholistic plan to identify the actions that need to be taken to meet all financial goals.
In her spare time, Nicole can be found spending time with her husband (Peter) and two girls (Paige and Paityn).
