Wealth Management Solutions Inc.
"Innovative strategies for Lifestyle-Retirement-Peace of Mind"

Meet the Team



Hal McInerney - Founding Partner

Director Financial Strategies

 

Financial Industry since 1980

Economics degree University of Western Ontario                                        

Designs and implements strategies.

Provides retirement lifestyle coaching to ensure strategy success

Conducts public educational workshops

Has conducted corporate educational workshops for numerous  Canadian Corporations. Vancouver District School Board, London and District Catholic School Board, 3M, Kellog's ....           

Married with 4 children and six grandchildren

Office: 604-662-5512

Cell:    778-834-5512

Fax:    604-662-3208

Email: hal@wmslifestyle.com

 

 

David Morisette - Founding Partner

Director Portfolio Strategies

 

Financial industry since 1996

Directs investment policy and portfolio construction

Strong focus on investor education and long-term investment principles for guiding clients on their journey through the “investment jungle”

Oversees client service and supervises back office operations

A student of Austrian Economics and sound money principles

Married with three children

Office: 604-662-5503

Cell:    778-840-1195

Fax:    604-662-3208

Email: david.wealth@yahoo.ca

Ryan McInerney 

Director of Operations - Ontario

Lifestyle Coordination Specialist  

 

Joined WMS team in 2007

Is responsible for the coordination of marketing in Ontario.  He works with clients and prospective clients to educate them on the unique strategies provided by WMS. 

Co-ordinates efforts of financial advisors in Ontario. Assists advisors with business expansion.

Humber College Professional Golf Management Program - 2001 - 2003

Inducted into Humber College Sports Hall of Fame - 2005

Phone: 519-860-1269

Email: ryan@wmslifestyle.com

 

Shannon Henry

Executive Marketing Assistant

 

Shannon joined the WMS team in 2006, her role in the company entails implementing marketing strategies by developing various elements essential for the growth of the company. These responsibilities include; structuring seminar events and presentations as well as liaison with attendees, clients and advisors.

Along with providing these outside services Shannon also, in-house, is in charge of producing informative monthly newsletters and access to social media sites for the ease of the client.

 Shannon has 5 years previous experience with the high-end hospitality industry which adds the ability for her to provide an inviting, warm and professional clientele atmosphere.

 
Phone: 778-839-5513
Fax:    604-662-3208

Shannon Corcoran
Investor Communications Manager
Manages administrative operations and oversees client service.
 
Shannon joined WMS in 2007 and brings years of quality customer service experience to our team.  She excels at and has received top corporate awards for excellence in client service.  Her past experience, along with her customer relationship marketing education, will ensure that your account is handled efficiently and effectively.
Phone: 604-629-2850
Fax:    604-662-3208