About Us

Our Team
Meet the Caledon Hills Private Wealth Team!



Vision

Caledon Hills Private Wealth, aims to be the most renowned and respected full-service wealth management firm in Caledon. Our specialized knowledge and expertise combined with our impeccable customer service record makes clients confident and comfortable to the point that they want to share their experience with friends and family. Using a unique Wealth Creation and Preservation system to encompass comprehensive financial planning, we bring advanced wealth management to Caledon in a simplistic rural feel.

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Shane Nixon, CFP®, CIM, CLU, BBA (Hons)

Portfolio Manager
Director, Private Client Group

Financial Planner, Bolton Ontario ON, Shane Nixon, CFP, CLU, BBA, CIM


Bob Kovacs



Investment Advisor

Financial Advisor, Bolton Ontario ON, Bob Kovacs


Beth Blackmere



Associate Investment Advisor

Beth Blackmere


Tracy Hellquist



Administrative Assistant

Tracy Hellquist



David Hagenow



Investment Advisor
Financial Advisor, Bolton Ontario ON, David Hagenow