Sunnidale Family Wealth

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Barrie, ON
Sunnidale Family Wealth

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We help high net-worth families protect and grow their wealth, while also guiding them to achieve their long-term goals

10/08/2026

Community impact happens when people step forward to serve.

We're proud to recognize Eric Dionne, President of the Kempenfelt Rotary Club, and Graham Ferguson, Board Director, for their dedication to strengthening our community through Rotary.

The annual Kempenfelt Rotary 100 Holes of Golf tournament took place on September 25 and raised an impressive $68,000 in support of the RVH Foundation. This success is a reflection of the volunteers, sponsors, and leaders who give their time and energy to create meaningful impact.

At Sunnidale Family Wealth, we believe wealth is about more than financial capital. Strong communities are built through service, leadership, and meaningful connections. Eric and Graham's involvement is a great example of those values in action.

06/17/2026

Today’s the day! Modern Families, Thoughtful Wealth brings legal, tax, and financial perspectives into one practical discussion. Less theory, more real-world decisions families actually face. We look forward to welcoming attendees and hope everyone leaves feeling confident about their next steps.

06/15/2026

Our joint panel with Barriston Law/Sunnidale Family Wealth – Wellington Altus Private Wealth is taking place this week. We’re looking forward to this insightful panel discussion and case-based learning.

06/13/2026

Last week Sunnidale Family Wealth had the opportunity to attend the 2026 Wellington-Altus Private Wealth Unparalleled National Partners’ Conference in Blue Mountain Village alongside advisory teams from across the country.

A highlight for us was seeing Eric take the stage to share about our unique team structure and how we collaborate to enhance the client experience. It was a proud moment that reflected the strength of our approach and the value of working as a truly integrated team.

With a packed agenda, the conference offered meaningful opportunities for learning, idea-sharing, and connection. At Wellington-Altus, there is a strong belief that advisors supporting advisors leads to better outcomes for both clients and the teams who serve them and we couldn’t agree more.

We left with new perspectives, strengthened relationships, and ideas we’re excited to put into practice. If you’re curious about how this collaborative approach influences the way we work with clients, we’d be glad to continue the conversation.

~ Eric, Meghan & Blake

06/12/2026

At Modern Families, Thoughtful Wealth we'll explore the intersection of family law, estate and tax planning and how to address themes like fairness vs equality, supporting a spouse while protecting the next generation, and how advisors evaluate trade-offs.

06/05/2026

Modern Families, Thoughtful Wealth: Meet the Panellists
Tax considerations often shape outcomes. Blake Emmott, CPA, will add the tax lens that affects real planning decisions.

06/04/2026

Joining the panel is Hilary Goodman, who will bring a complementary legal perspective informed by years of working with complex family structures.

06/02/2026

Meet Cayley Rodd, a lawyer with a focus on estate and succession planning. On the panel, she will share insights from real client scenarios.

05/27/2026

Good planning doesn’t happen in silos. This upcoming panel brings lawyers, an accountant, and a financial planner together to walk through real case studies affecting modern families.

05/22/2026

On June 17, 2026, we will be co-hosting an educational panel called Modern Families, Thoughtful Wealth, with Barriston Law. This panel will bring together legal, tax, and financial perspectives to explore real-world planning cases families and business owners face.

Address

92 Caplan Avenue
Barrie, ON
L9J0H3

Telephone

+17055329812

Website

https://advisor.wellington-altus.ca/sunnidalefamilywealth/meet-the-team/

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