Sun Life Financial Advisory Services - Lyndsay Dick
Investment Services
Sun Life Financial Advisory Services - Lyndsay Dick is an investment services firm in the Uplands neighbourhood on N Centre Rd.
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SciVest Capital Management Inc. is an investment manager and financial technology company located in the Uplands neighbourhood of London, Ontario. It serves individual investors, high-net-worth individuals, families, and financial professionals through a referral program. The firm provides managed portfolios designed for long-term wealth goals and specific risk tolerances using a systematic investment process that combines data, research, and institutional frameworks. The company offers two service paths: SciVest Direct and SciVest Private Wealth Partners. SciVest Direct provides portfolio solutions and reporting for individual investors. SciVest Private Wealth Partners offers portfolio construction with access to public and private markets for high-net-worth clients. The firm actively manages all portfolios. Clients have direct ownership and transparent pricing, with accounts held at approved broker/custodians who provide trade execution, asset protection, and tax reporting. Dr. John Schmitz founded SciVest. He holds a PhD in Finance from Western University and is a Professor of Portfolio Management and Investments. Dr. Schmitz is the Portfolio Manager and CEO. Carolyn Schmitz is the Wealth Advisor and Client Relationship Manager. Sahil Chauhan and Sana Irshad are investment analysts. The firm features an advisory board consisting of Daniel Hart, Brad Farquhar, and Geoff Wagget. The company is registered across Ontario, Alberta, Saskatchewan, and British Columbia.