Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

Dan Noel, CFP, CIM

Senior Investment Advisor & Portfolio Manager

Dan is a seasoned financial professional, business advisor and entrepreneur with extensive experience analyzing financial markets, industries and companies across the globe. 

Over the last decade Dan has built one of the largest financial advisor business in Atlantic Canada by providing his institutional and retail client with value added investment advice anchored by insightful economic analysis and fundamental based security analysis.

Dan has been the “Business & Financial Watcher” for CBC Radio since 2006 and Chaired the National Advisory Council for IIROC from 2011-2012.

Dan Noel is registered with the Investment Industry Regulatory Organization of Canada (IIROC) in New Brunswick, Nova Scotia, Ontario and Manitoba and investment advice is intended only for residents of those provinces.

Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

Jonathan Noel

Investment Advisor

Jonathan has a passion for investing and excels at providing mid to high net worth investors with comprehensive investment solutions that are tailored to their specific circumstances and goals.

Jonathan Noel is registered with the Investment Industry Regulatory Organization of Canada (IIROC) in New Brunswick and Nova Scotia and investment advice is intended only for residents of those provinces.

Nathaniel (Nate) Burlock

Associate Investment Advisor

Nate is an Associate Investment Advisor here at Wyverstone. Coming from one of Canada's largest banks, he has a wide range of experience in client centric advice and is excited to offer his expertise. Nate's passion for business and finance has sparked an entrepreneurial spirit that allows him to appreciate the value of every dollar saved and the peace of mind Insurance can offer. He is excited to show the power of saving money and how that can lead to achieving goals and financial freedom.  Not to mention he is a pretty good basketball player as well."

Nate holds a BBA from Crandall University and is registered with the Investment Industry Regulatory Organization of Canada (IIROC) in New Brunswick and investment advice is intended only for residents of those provinces.

Jean-Xavier (Jex) Roussel

Jex is currently an Unlicensed Assistant here at Wyverstone Capital. Prior to his current role, Jex spent many years working at one of Canada’s large banks. He currently focuses his time on administrative tasks and providing a high-quality service level to our clients. Jex is also working towards completing his CSC and we are very excited to have him on the team.

Jex holds a diploma in Business Administration from NBCC. He and his wife have 2 busy little boys.

Lise Hicks

Lise fills the role of Unlicensed Assistant and is our bedrock here at Wyerstone Capital. She has been with us for many years and provides exceptional service to everyone who walks through our doors. Over the years, she has cultivated strong relationships with our clients, which allows her to serve them at a very high level as she completes the administrative tasks needed on a day-to-day basis.

Prior to joining the Wyverstone Capital team, Lise worked at National Bank as a Financial Advisor for 38 years.  

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.