Dealing Representatives
Jason Chow
BC
Jason brings over 18 years of experience in banking, financial planning, and private equity to the table. As a Dealing Representative at Waverley, he focuses on helping clients explore alternative investments to grow and diversify their portfolios. Known for his strategic thinking and in-depth knowledge of the financial landscape, Jason is dedicated to delivering tailored solutions that align with each client’s unique goals.
Ian Tootill
BC, AB, MB, ONT
With decades of experience across asset management, real estate, and finance, Ian has played a key role in building and financing organizations from the ground up—helping them grow and thrive in dynamic, competitive markets. Today, he brings that deep expertise and steady insight to his work with investors, offering trusted guidance to help build lasting wealth.
Roger Hamm
TBC
Roger Hamm is a seasoned investment advisor and CPA with 35 years of experience in senior finance roles across a range of industries. With deep expertise in private equity and real estate investments, Roger has a strong track record of delivering strategic insights, optimizing portfolio performance, and creating long-term value for his clients.
Skilled in risk management, financial structuring, and capital allocation, Roger curates tailored private investment opportunities designed to align with each client’s unique goals. His client-first approach and passion for fostering financial growth make him a trusted partner for both individuals and businesses looking to build lasting wealth.
Sebastian Palazzo
ONT
Sebastian combines a solid foundation in accounting with over five years of experience in the mortgage industry to offer clients a practical, well-rounded perspective on investing. As a Dealing Representative, he’s spent the last two years guiding clients toward smart, tax-efficient investment choices that support their long-term financial goals. His background in accounting allows him to take a thoughtful, numbers-driven approach, ensuring each recommendation fits the client’s lifestyle and retirement plans. Before transitioning into finance, Sebastian spent more than 15 years in the hospitality industry—an experience that shaped his warm, client-first mindset and unwavering commitment to service.
Cameron Brown
TBC
Cameron believes true wealth starts with security. His strategy begins with low-risk income solutions, followed by smart growth opportunities—guiding clients toward lasting peace of mind.
With experience across development, lending, and asset management, he builds well-balanced portfolios that blend private and public investments. Clients appreciate his education-first approach, where clarity comes before sales.
Outside of work, Cameron enjoys running along Lake Ontario and exploring High Park with his growing family.
Nathalie Forward
TBC
Natalia brings an entrepreneurial spirit and deep expertise in private capital markets, with a focus on real estate syndications, commercial brokerage, and wealth management. Her diverse background allows her to craft tailored investment strategies aligned with each client’s goals and risk profile.
Known for building lasting relationships based on trust and transparency, Natalia combines market insight with a passion for helping clients grow and preserve wealth in a complex financial landscape.
Raymond Keung
BC, ONT
Raymond is a seasoned finance professional and a member of the Chartered Professional Accountants of Ontario. With over 25 years of experience in financial management, he has held leadership roles in multinational corporations, overseeing financial planning, business operations support, and accounting functions.
Raymond is also a registered Exempt Market Dealer (EMD) representative with the Canadian Securities Administrators, qualified to offer private market investment opportunities to eligible investors.
Fluent in Cantonese, Mandarin, and English, Raymond brings a global perspective and clear communication to every client interaction.
Melanie Zeegers
BC
Melanie holds a CPA, CGA designation and has been a Dealing Representative with Waverley since December 2021. She also serves as Controller of Terrapin Mortgage Investment Corp. (TMIC), a role she has held since 2014, and was appointed AML Compliance Officer for TMIC in October 2024.
With a strong background in finance and regulatory compliance, Melanie brings a detail-oriented and steady approach to her work. Based on the West Coast of BC, she balances her professional life with a busy home life alongside her husband and three teenagers.
Ready to Talk Growth?
Whether you’re an investor looking to enhance your portfolio, a dealer seeking a better platform, or an issuer aiming to raise capital more efficiently, we’re here to help. Reach out to our team to learn more about how Waverley can support your financial goals.