Ron Riley
Branch Principal & Portfolio Manager
With over 25 years helping clients make financial decisions at life insurance companies, large bank owned firms, small independent firms and foreign asset managers, Ron’s primary role is to make the investment decisions for the discretionary managed accounts. He also services clients on a non-discretionary basis. His breadth of experience, wide ranging knowledge, sense of humor and commitment to learning sets the tone for the team.
Ron is married to Maggie. They have two sons, David and Alek, and two adorable dogs. They appreciate good people, good cooking, most sports and strong value systems.
John Suske
Consultant
Almost 40 years ago, John began his career with Wood Gundy. Nearly 10 years later he became VP Investor Relations at The Learning Company, purchased by Mattel in 1999. His specialty was geared towards preservation of capital and income requirements for high net worth individuals and charitable organizations.
John and his wife Marci are lifelong dog lovers, enjoy gardening and believe strongly in giving back to the community through various philanthropic interests and organizations.
John Suske is a consultant only and is not registered in any capacity with Worldsource Securities Inc. Worldsource Securities Inc. is responsible for securities-related business activities conducted by its Registrants only.
Helen
Altimari
Investment Representative
Helen started in the financial services industry over 25 years ago as an Executive Assistant to the CEO and President of a small independent IIROC Dealer where she gained valuable experience in the operations and administration of client accounts before becoming an Investment Representative. She believes that a clients’ needs and requirements come first and is committed to providing the best possible client experience.
In her spare time, Helen likes to spend time with her family and friends.
haltimari@worldsourcesecurities.net
Ralph
Santoli
Branch Manager
Ralph has earned a solid reputation in the industry for his high regard for ethical conduct and takes a direct and sincere approach with clients and colleagues. With over 25 years of financial industry experience and common sense, Ralph is responsible for the day-to-day supervision of the advisors, trading and management of the branch. His hands on experience includes positions with bank-owned firms, large independent firms and small agency operations. He began his career on the research side.
Ralph is married to Lindsey, they have three children and two dogs. He loves to laugh and spend time with his family – including his cars!
rsantoli@worldsourcesecurities.net
Cary
Leon
Investment Advisor
cleon@worldsourcesecurities.net
M. Karen
Marks
Investment Advisor
kmarks@worldsourcesecurities.net
Keith
McMeekin
Investment Advisor
kmcmeekin@worldsourcesecurities.net
Fred
Mott
Portfolio Manager & Investment Advisor
fmott@worldsourcesecurities.net
R. Alain
Rivet
B.A. (Econ.), MBA, CMT
Investment Advisor / Conseiller en placement
arivet@worldsourcesecurities.net
John
Shannon
Branch Leadership & Investment Advisor
jshannon@worldsourcesecurities.net
Mark
Van Orman
Investment Advisor
mvanorman@worldsourcesecurities.net
Erin
O’Brien
Branch Leadership & Administrative Manager, Halifax NS
eobrien@worldsourcesecurities.net