Sebastien Chevrier, CIM, PFP
Senior Financial Advisor
Sebastien is passionate about helping physicians achieve financial independence. Having a wife and brother-in-law who are physicians helped him develop a strong understanding of the financial challenges doctors face and the need for superior resources and services to help them optimize their wealth. This, together with his 14 years of experience as a Financial Advisor, gives him the knowledge and expertise required to help physicians achieve financial success. As a Chartered Investment Manager (CIM), Sebastien is able to offer his clients discretionary investment management. He is also licensed in US securities and Options.
Sebastien’s approach is proactive, with a focus on personalized service and long-term, collaborative client relationships.
Sebastien is a member of The Financial Advisors Association of Canada (ADVOCIS) and has sat on various boards and committees focused on fundraising and advocacy including Providence Healthcare, Centres d’Accueil Heritage and the City of Toronto. He is fluently bilingual in English and French. Outside of work, Sebastien enjoys a variety of interests including hockey, crossfit, skiing and playing the piano in addition to spending as much time as possible with his wife and three sons.
Michael Bellamy, BComm, CFP
Wealth & Estate Planning Specialist
As a Wealth Specialist, Michael works with us to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning solutions for our clients. He is dedicated to providing effective and customized solutions for each clients’ unique goals. Michael holds a Bachelor of Commerce degree from McMaster University, has 10 years of experience in the wealth management industry and holds the the Certified Financial Planning (CFP) designation.
Investment Advisor Assistant
With over 20 years of experience in the investment industry, Donna is thrilled to be part of the Physicians Wealth Advisory team. Donna is committed and responsive and is experienced in servicing clients with a broad range of financial needs. Ms. Tai completed advanced courses with The Canadian Securities Institute after graduating from the University of Western Ontario and holds the Financial Management Advisor and former Canadian Investment Manager designations.