About Our Team

At Generation Private Wealth, we focus on building long-term relationships grounded in trust and intentional client service to improve lives.

Through our Six Pillars of Generation Private Wealth, we work with high-net worth individuals, families and business owners to understand their financial priorities and provide thoughtful guidance to help them move forward with confidence.  Our approach is centered on creating well-structured plans and portfolios designed with your priorities in mind – Whether you’re preparing for retirement, planning the sale of your business, or organizing your legacy, we’re here for your next season of life.

Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage, please inquire for more information.

Meet Our Team

Mark Bertoli CPCA

Senior Investment Advisor
Insurance Advisor

John Van Limbeek CFP

Senior Investment Advisor
Insurance Advisor

Amy Hamilton

Investment Advisor
Client Services Manager

Donna Bertoli

Bookkeeping
Client Services Associate

Derrick Verkaik

Senior Client Services Associate
Insurance Advisor

GenerationPrivateWealth_Kayla Edge

Kayla Edge

Client Services Associate
Office Coordinator

Stacey Ceron

Client Services & Business Development Associate

Brittney Hartford

Client Services Associate
Office Coordinator