Dorothy-Anna Orser, AIFP, FCSI, PFP, CIM
Vice President, Senior Portfolio Manager and Senior Investment Advisor
Dorothy-Anna (D-A) became an Investment Advisor with a major Canadian firm in Kitchener, Ontario, in 1987, after undergraduate studies at the University of Western Ontario, Simon Fraser University, and Waterloo University. Before embarking on her chosen career she had started and managed her own business in the Waterloo area. Since then, D-A has enjoyed success as an investment advisor and portfolio manager with several major financial organizations, including both bank-owned firms and independents, before joining Echelon Wealth Partners in 2016.
She has chosen to be part of Echelon Wealth Partners because working with an independent company affords her the opportunity to work closely with her clients to develop strategies that are guided by her clients’ interests alone, and to provide unbiased and comprehensive advice.
You can reach D-A by phone (416.752.5520), by email at firstname.lastname@example.org, or online at LinkedIn.
Vice President and Senior Investment Advisor
Dietmar Neuhaus has more than three decades of experience and is adept at advising an international clientele in all aspects of wealth management.
He also has specialized options and ﬁxed income skills that add breadth and depth to the services offered by Orser Neuhaus & Associates.
After his University studies, Dietmar moved from Edmonton to Toronto in 1984 and shortly afterwards began his career in the investment industry with a major financial organization.
In 2012, Dietmar joined forces with D-A to form Orser Neuhaus & Associates. This group combines D-A’s outside-the-box thinking, wealth of hands-on entrepreneurial experience and skills as a discretionary investments manager with Dietmar’s knowledge and specialized skills, to provide clients with insightful, unbiased and practical guidance in financial matters.
Dietmar lives with his wife and two children in Port Credit where they are actively involved in the community. Dietmar is passionate about drumming, music, cooking, cultural exploration, soccer, and spending time with his family.
You can reach Dietmar directly by phone (416.572.5521), by email at email@example.com, or online at LinkedIn
Associate Investment Advisor
Palmer has completed his CFA Level 1 and has a BMOS (Bachelor in Management and Organizational Studies with Specialization in Finance) from the University of Western Ontario.
He enjoys working with clients as he adds to his earlier experience as an administrator, where he learned the nuts and bolts of successfully managing investments.
You can reach Palmer by phone (416.572.5418), by email at firstname.lastname@example.org, or online at LinkedIn.
Administrative Assistant and Life Insurance Advisor
Filomena Viele joined Orser Neuhaus & Associates* in November 2016 as an administrative assistant and life insurance advisor.
After earning an honors BA from York University, Filomena pursued a career exclusively in the financial services industry. For over ten years she worked as a financial advisor with a major Canadian bank before moving into the mortgage sector, also as an advisor.
Her experience in financial services, her knowledge of systems and procedures, together with her skill in responding to our clients’ needs, have made Filomena an invaluable member of the Orser Neuhaus team. In addition, her life insurance designation and financial planning experience mean that she can support the services we already offer our clients in these important areas.
Filomena lives with her spouse and daughters north of Toronto, where she loves to cook and is a passionate baker. Her hobbies include Zumba, yoga, meditation and reading.
You can reach Filomena by phone (416.572.5524) or by email at email@example.com.
Investment Services Assistant (licensed)
Stacey Seliotis brings over 25 years of experience in the finance industry to her administrative role with Orser Neuhaus & Associates. After college she worked in the banking sector before joining Echelon Wealth Partners in 2016.
Stacey is a fully licensed investment representative and is passionate about providing the best support and most efficient service to our clients in her new role as administrative assistant.
Married with three grown-up sons, Stacey loves to spend time with her family, which includes two dogs, at their cottage in Prince Edward County.
You can reach Stacey by phone (416.572.5454) or by email at firstname.lastname@example.org.