and risk tolerance we create and manage customized portfolios to help protect and grow your wealth using an array of equities, bonds, exchange traded funds (ETFs), mutual funds, etc. Scotia iTRADE does not provide investment advice or recommendations and investors are responsible for their own investment decisions. He holds an Honours degree in Economics from Queen’s University and has an extensive background in the finance industry. Chris offers a wide range of financial planning and investment management services, from retirement planning and insurance to the creation of custom investment portfolios. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ScotiaMcLeod Investment Portfolios are built on layers of expertise, oversight, and risk management. Additionally, Anis is a fully licensed Wealth Advisor, holds a CIM® (Chartered Investment Manager) designation, as well as a Portfolio Manager designation. ScotiaMcLeod has developed a wide variety of programs which offer an alternative to commission-based trading. He is a Certified Financial Planner (CFP) and is Fixed Income, Equity and Option Trader certified. Brian Pekarchuk has over 30 years of experience in wealth management and the financial services industry. Wendy’s many years in the financial services industry have seen her in progressively senior client service support roles. He joined ScotiaMcLeod in 1997 immediately after graduating from York University, and built his wealth advisory practise based on hard work, discipline, and an entrepreneurial spirit. Jeff, a Partner of the Del Sorbo Group, has been managing client portfolios and counseling clients in meeting their long-term financial goals since 2007. Environmental and socially responsible investment portfolios. Over his decades of stewardship on behalf of clients, he became skilled in doing primary research, analyzing companies and constructing portfolios. A member of ScotiaMcLeod’s prestigious Chairman’s Council, Nick focuses on overseeing the analysis and implementation of holistic wealth management solutions for his clients. The Ritcey Team – supported by our wealth specialists we can offer financial, tax, insurance, estate planning and private banking services. That being said, these portfolios follow the basic principles of asset allocation and asset allocation is working. “My core investment belief is that 'It’s not how much you make, but how much money you keep, how hard it works for you and how many generations you keep it for.' This approach assists him in implementing financial plans and investment portfolios that reflect each client’s individual situations. He focuses on learning and understanding the needs of each client, and then tailoring solutions to meet and exceed those needs. He manages investment portfolios for personal, corporate and pension plan clients and specializes in dividend growing corporations. Behind your portfolio, and every investment decision is a team with specialized knowledge. Wendy provides attentive, personalized client services that facilitate the smooth functioning of investment portfolios in our care, cash flow management and numerous regulatory functions. He is a licensed Portfolio Manager, holds the Canadian Investment Manager (CIM) designation, is a Fellow of the Canadian Securities Institute (FCSI), and also holds a Level II Life Insurance license. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Chris joined ScotiaMcLeod in 1993. His focus is to implement unique investment strategies for client portfolios. Toronto y alrededores, Canadá ... off-shore mutual funds portfolios and global currencies for retail and institutional clients. In addition to earning a degree in Economics from the University of Waterloo, John has successfully completed the Canadian Securities Course, the Canadian Practises Handbook course and Wealth Management Essentials through the Canadian Securities Institute. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This is a complimentary, value-added offering that will only enhance your working relationship with your ScotiaMcLeod advisor. Kelly decided to join ScotiaMcLeod in 1997 because he felt strongly that helping people with their personal finances would be a meaningful, lifelong vocation. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Our clients are confident trusting us to manage their portfolios because of our experience in the industry which complements the team’s long history of building strong relationships, helping clients manage their wealth to achieve their family’s financial goals. We offer several portfolios each designed and built to meet various investment goals, objectives and risk tolerances. The Summit Program is ScotiaMcLeod’s premier managed investment program featuring managed portfolios of securities selected by leading money managers. Our team consists of two dedicated wealth management professionals who have worked together as partners for over 20 years, David Ritcey and Kate Whynot. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This simplified prospectus contains selected important information to help you make an informed decision about The Pinnacle Portfolios (the “Portfolios”) and to understand your rights as an investor. As a licensed Portfolio Manager, Laurie balances the dynamic process of a client’s investment objectives and constraints, develops investment policies and strategies, and implements those strategies through security research selection and portfolio construction. His focus is to implement unique investment strategies for client portfolios. ScotiaMcLeod Investment Portfolios are built on layers of expertise, oversight, and risk management. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Take advantage of investment opportunities, across different countries, industries and sectors. We believe the best way to achieve this is through the formulation of a realistic Investment Policy Statement which clearly defines the client’s goals and expectations. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ScotiaMcLeod®, a division of Scotia Capital Inc. Corey Philp, CPA, CA, CBV Wealth Advisor Corey delivers a comprehensive wealth management experience for his clients that goes beyond managing investment portfolios. As a registered Portfolio Manager at ScotiaMcLeod, Stan Wong is qualified to advise on a discretionary basis, constructing and managing a portfolio tailored to your specific growth and income needs along with your risk tolerance. Build your RRSPs, RESPs, pension plans and more. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Joe Jefferies is the lead Investment Advisor who has over 25 years of experience in portfolio and wealth management. His primary role is the day-to-day management of investment portfolios while closely coordinating the rest of his team to ensure each client’s financial planning, Will and estate planning and insurance needs are addressed. Behind your portfolio, and every investment decision is a team with specialized knowledge. With nearly 20 years’ experience, Adam built a successful career in wealth management thanks to his truly client focused approach. His primary focus is on the analysis, construction and management of our client’s investment portfolios. Mr. Nicholas L. Majendie is a Director & Senior Portfolio Manager at ScotiaMcLeod, Inc.He manages the Anchor Managed Defensive Income Fund, Anchor Managed Dividend Growth Fund, and Anchor Managed High Income Fund.Mr. Ian holds the prestigious Portfolio Manager/Director, Wealth Management designation and is a Chartered Investment Manager. To bring our clients' objectives closer to realization we analyze their current financial situation and create a customized financial plan designed to expedite such goals. At Mellow-Richardson Investment Management we encourage successful investing behaviour that is goal oriented and tailored to meet each of your individual needs. Josh’s primary focus is to create proprietary investment portfolios for The Morse Group and, within the context of a customized Investment Policy Statement, to manage investment portfolios on our clients’ behalf. Don Monteith has been a part of the Scotiabank since 2004, and has worked with Graydon Oldfield for over a decade. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. In 2019, I joined Scotia Wealth Management as a Wealth Advisor and teamed up with my colleague Alan Xu to create the Xu and Zhou Investment Management Group. Understanding your needs and goals is our first and most important job. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. As economic conditions change, so does our asset allocation and portfolio composition. Bringing 15 years of experience in the investment services industry, Christian is a Chartered Financial Analyst (CFA), a Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. After obtaining his Bachelor of Science and Bachelor of Business Administration degrees from Acadia University, Dave joined Scotia Wealth Management and has been with the firm since 1992. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Massimo also acts as the liaison between the client and our team of specialists for Financial and Estate Planning. As a Senior Wealth Advisor, Badri assists Nick in the day to day management of investment portfolios, with a focus on the analysis and implementation of strategies in clients accounts. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wendy provides attentive, personalized client services that facilitate the smooth functioning of investment portfolios in our care, cash flow management and numerous regulatory functions. He holds an Honours degree in Economics from Queen’s University and has an extensive background in the finance industry. He holds a Masters of Business Administration from the Richard Ivey School of Business at The University of Western Ontario and has continued his education in the financial field through the Canadian Securities Institute. As a licensed Portfolio Manager, David can act in either a non-discretionary or discretionary style to manage his clients’ investment portfolios. Natalie enjoys volunteering, yoga and curling. ScotiaMcLeod Investment Portfolios – Assets are managed on a discretionary basis by 1832 Asset Management L.P., an affiliate of Scotiabank. ScotiaMcLeod®, a division of Scotia Capital Inc. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Below is a rundown on your wealth management team, along with details on who to call with specific questions. He has been awarded the J.G. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Darcy’s primary focus includes providing a total financial solution by managing client portfolios and assisting clients with estate, tax and retirement planning. Reviewed portfolios to ensure current and updated risk profiles met with applicable investment programs. Laura later joined Scotia Wealth Management in 2006 upon graduating with a Bachelor of Business Degree from the Schulich School of Business. Portfolio management is provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Benefit from services for foreign investors ; Maximize growth. Rakesh joined ScotiaMcLeod as Equity Strategist in the Global Portfolio Advisory Group in 2013. Laila is a graduate from Wilfrid Laurier University’s Lazaridis School of Business where she earned her Honours Bachelor of Business Administration. Responsible investing refers to the integration of environmental and social governance criteria into the selection and management of investments to attach a higher ethical standard to your portfolio investments. Count on your advisor to: At Vista Financial Group we understand that every client is unique and has different goals for their wealth. ScotiaMcLeod Investment Portfolios Update. Scotia Securities Inc. is a mutual fund dealer and is a corporate entity, separate from, although wholly-owned by, The Bank of Nova Scotia ("Scotiabank"). A recession in 2020 remains highly unlikely according to ScotiaMcLeod’s Chief Investment Officer. May 2013 – Apr 2015 2 years. Michael is responsible for the strategic direction of The Gardiner Group. These portfolios offer exclusive investment management, enhanced performance potential, comprehensive diversification and premium servicing if you have $50,000 or more to invest. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. In his role as Senior Wealth Advisor, he works collaboratively with every client to generate personalized portfolios based on individual objectives. Read more. Majendie was previously employed as Accountant by PricewaterhouseCoopers Canada and Senior Vice President by Canaccord Adam s.He received his undergraduate degree from … As an intern on the trading floor at Scotia Capital Inc., she developed a deep understanding of market dynamics. Share on Facebook Share on Twitter Share on LinkedIn. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Jim oversees the investment strategy and security selection for our clients. Throughout his career, he has been successful as an Investment Advisor, Branch Manager, Vice President and Senior Vice President and Regional Director. His expertise includes the management of significant liquidity events for clients. Our index portfolios are built using smart indexing ETFs, so they have naturally tracked closer to market returns. Cowley Investment Management provides exceptional client service, building portfolios that are tailored to our client’s unique needs. Our practice is focused on discretionary investment management which is quite different than the traditional brokerage model. He joined ScotiaMcLeod in 1997 after spending a number of years with other major financial institutions, where he worked in consumer finance, commercial credit and personal investment management. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. By leveraging the knowledge and experience of GPAG we are able to build specialized, highly competitive and diversified portfolios for our clients. Our dedicated team of specialists help to provide a range of products and services for major life decisions. • Supporting the Advisor in the regular review of clients’ portfolios in order to identify client needs • Reviewing the client portfolios to ensure they meet current or updated risk profiles and align with applicable investment program • Gathering research & product … John’s knowledge in equity research and analysis is an asset to our clients. Josh’s primary focus is to create proprietary investment portfolios for The Morse Group and, within the context of a customized Investment Policy Statement, to manage investment portfolios on our clients’ behalf. We provide Total Wealth Planning solutions that combine investment portfolios and comprehensive financial strategies based on each individual’s needs and goals. He was recognized in 2006 as ScotiaMcLeod’s “Rookie of the Year” and has ranked several times amongst the country’s top asset gatherers in ScotiaMcLeod’s Growth Council. “My forte is dividend-paying stocks,” Jones says. Joe has been with ScotiaMcLeod for well over 30 years. Getting started. Laila began her investment career in 2018 after working in information technology for 3 years. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Stephen also helps retirees by constructing income-focused portfolios. "What if" Portfolios: Created by you so you can compare investment scenarios. ScotiaMcLeod®, a division of Scotia Capital Inc. ... As a senior associate, Rizz works closely with Grant in managing client relationships and building clients investment portfolios. His focus is to implement unique investment strategies for client portfolios. He feels only by getting to know the specific details of each client’s situation, can a proper strategy be implemented. Ian Hamilton has over 20 years of experience in the Financial Services industry. ScotiaMcLeod®, a division of Scotia Capital Inc. ScotiaMcLeod®, a division of Scotia Capital Inc. The investment process is anchored in the design of the strategic asset allocation framework for a broad range of investment objectives. Stephen joined ScotiaMcLeod in 2009 to focus on investment management and financial planning. Read more. Robert is an avid reader and enjoys travel. Trade rationale: summary of recent activity that has taken place within the mandate. Jim joined ScotiaMcLeod in 1988. Darcy also helps to ensure each client receives outstanding service. We have a disciplined investment philosophy and process that is rooted by real world knowledge and experience.
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