Sintra Wealth

Our Team

Dana brings over 20 years of client service experience to our team. Her experience in the insurance industry as well as superior client service skills complement our team perfectly. 

In her spare time, Dana enjoys traveling with her husband, spending time with her Mom and hiking with her Portuguese Waterdog Dekker.

 

Best concert?

David Bowie

Can't live without?

Peace

Footwear?

Fins

Favourite foods?

Fish Tacos, Casado, Spaghetti Aglio Olio

Travel?

Machu Picchu and Nazca Lines, Peru

 

Kimberly joined Sintra Wealth in early 2018. Kimberly is extremely resourceful, a good problem solver and organized. 

In her spare time Kimberly enjoys time with her husband, daughter and getting out for a ride with her horse Piper and Jake, the dog.

 

Learn a little More about Me

Best concert ever attended?

Kitchener Blues Festival

I can't live without my ...

My family, human as well as animals

If I could travel anywhere in the world, it would be ...

New Zealand

Footwear preference?

Barefoot

Favourite foods?

Icecream

Nelson has over 30 years' experience in the financial services industry and joined Cartile Financial Services in 2001 (now Sintra Wealth). Nelson holds the Canadian Investment Funds, Canadian Securities Course, Insurance Broker through the Financial Services Commission of Ontario (FSCO), and Branch Manager designations. He is a member of ADVOCIS, is currently working on his Certified Financial Planner (CFP) designation and is an active participant of Strategic Coach.

With his superior analytical skills, and dedication to client service, Nelson focuses on identifying clients' retirement, investment and estate planning objectives, formulating retirement income projections and determining the most suitable financial and insurance products to suit their needs.

Nelson is fluent in Portuguese as he grew up in a Portuguese community and studied in a Portuguese school. He is married and has 4 children ranging in ages from 17 to 24 and is actively involved in their extra-curricular activities.

He enjoys cars, backcountry camping, skiing, hockey, soccer and working around the house, and is a volunteer for the Canadian Ski Patrol.

Learn a little More about Me

Best concert ever attended?

Elton John & Billy Joel

I can't live without my ...

Swiss army knife

If I could travel anywhere in the world, it would be ...

Bora Bora

Footwear preference?

Hiking Boots

Favourite foods?

Anything hot and spicy

Gitta joined Sintra Wealth in October 2015. Gitta brings over 20 years of experience with her which includes 13 years as a branch manager in the Kingston area supervising financial advisors, trading compliance, and office management.

Gitta holds the Canadian Investment Funds & Branch Manager designation as well as the Ontario Mortgage Agent course.

Gitta is fluent in German as she grew up in Germany and immigrated to Canada in 1982.

Outside of Sintra Wealth, Gitta enjoys traveling with her husband all over the world. She travels to Germany once a year to spend time with her Mom and brothers and to explore the diverse scenery and hidden gems Europe offers.

Learn a little More about Me

Best concert ever attended?

Elton John at the K-Rock Centre

I can't live without my ...

Adirondack Chair on the deck overlooking the lake

If I could travel anywhere in the world, it would be ...

Anywhere along the west coast up and down Highway#1, then Tuscany, Italy, after that. Hawaii, after that ... too many to list

Footwear preference?

Warm fluffy socks

Favourite foods?

Anything spicy

Title of a song to which I'd start singing along whilst driving down the road ...

Happy by Pharrel Williams